Commonwealth Financial Network
46yrs
Top advisor by experience in Bloomington
36yrs
Michael Lynch
Full name on record: Michael Patrick Lynch
Financial advisor at Cetera Investment Advisers
Michael Lynch has worked in the financial industry for 36 years and is a financial advisor based in Bloomington, Minnesota. Michael joined Cetera Investment Advisers in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Cetera Investment Advisers reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience36 years (since 1991)
How that compares ?Top 7% by experience in Minnesota
Office8120 Penn Avenue South Suite 100-R, Bloomington, MN 55431
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
Contact Michael
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Michael. 8120 Penn Avenue South Suite 100-RBloomington, MN 55431Office · Get directions
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Michael Lynch. Michael works from the Bloomington, MN office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1991, about 36 years. Top 7% by experience in Minnesota.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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