Michael Lynam, Cfp®, Mba, Aif®

Michael Lynam, Cfp®, Mba, Aif® Email and Phone Number

Senior Financial Advisor and Partner and Principal Securities Registered Representative @ Capstone Financial Group LLC
Birmingham, AL, US
Michael Lynam, Cfp®, Mba, Aif®'s Location
Birmingham, Alabama, United States, United States
Michael Lynam, Cfp®, Mba, Aif®'s Contact Details

Michael Lynam, Cfp®, Mba, Aif® personal email

About Michael Lynam, Cfp®, Mba, Aif®

Michaels main focus is on his faith, family and clients. He resides in Mountain Brook, Alabama with his wife, Kalai and their 6 children. In addition to spending time with his family and friends, he has a passion for traveling, supporting the arts, and the great outdoors. He is active in the community and attends Hunter Street Baptist Church. Born in Birmingham, Alabama, Michael earned an undergraduate degree in Finance and an MBA from the University of Alabama at Birmingham. Michael is a past President and former board member on the UAB MBA Alumni Association. He began his financial services career with Principal® Financial Group in 2012. Michael is a Million Dollar Round Table Top of the Table qualifying producer. He holds a Property and Casualty, Life and Health, Variable Life, Variable Annuity insurance license as well as his FINRA Series 7, 6, 63, 65 Securities Registrations. Michael also holds the CERTIFIED FINANCIAL PLANNER (CFP®) professional certification and the Accredited Investment Fiduciary (AIF®) professional designation. He is a Financial Advisor with Capstone Financial Group, LLC and brings to the company years of experience from the following industries: Insurance, Healthcare and Real Estate. Approval 3976626-112024

Michael Lynam, Cfp®, Mba, Aif®'s Current Company Details
Capstone Financial Group LLC

Capstone Financial Group Llc

View
Senior Financial Advisor and Partner and Principal Securities Registered Representative
Birmingham, AL, US
Employees:
4
Michael Lynam, Cfp®, Mba, Aif® Work Experience Details
  • Capstone Financial Group Llc
    Senior Financial Advisor And Partner And Principal Securities Registered Representative
    Capstone Financial Group Llc
    Birmingham, Al, Us
  • Capstone Financial Group Llc
    Senior Financial Advisor / Partner / Principal Securities Registered Representative
    Capstone Financial Group Llc Dec 2020 - Present
    Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Michael Lynam, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor (or Investment Adviser Representative), and a member of the Principal® Financial Network. Capstone Financial Group LLC is not an affiliate of any company of the Principal Financial Group. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity. Michael Lynam is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed. Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.
  • Principal
    Investment Advisor Representative
    Principal Jun 2012 - Present
    Birmingham, Alabama Area
    Financial RepresentativePrincipal Securities Registered RepresentativeFinancial AdvisorCA Ins. Lic. #0K69631
  • L & R Wealth Management, Llc
    Founder
    L & R Wealth Management, Llc Dec 2012 - Dec 2020
    Birmingham, Alabama Area
  • Spm, Llc
    Hr
    Spm, Llc Sep 2006 - Nov 2011
    Established in 1977, SPM specializes in professional property management for apartment communities across the United States. SPM manages a portfolio of multi-family property assets for private owners, equity investors and other institutional clients valued at more than $1 billion dollars.SPM manages more than 15,000 apartment homes in the states of Alabama, Arkansas, Florida, Georgia, Mississippi, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Washington, DC.

Michael Lynam, Cfp®, Mba, Aif® Skills

Fee Based Planning Fee Based Asset Management Retirement Planning Wealth Accumulation Financial Analysis Asset Allocation Estate Planning Tax Deferred Exchanges Deferred Compensation Executive Benefit Strategies Income Protection Survivor Income Buy Sell Agreements Business Continuation

Michael Lynam, Cfp®, Mba, Aif® Education Details

Frequently Asked Questions about Michael Lynam, Cfp®, Mba, Aif®

What company does Michael Lynam, Cfp®, Mba, Aif® work for?

Michael Lynam, Cfp®, Mba, Aif® works for Capstone Financial Group Llc

What is Michael Lynam, Cfp®, Mba, Aif®'s role at the current company?

Michael Lynam, Cfp®, Mba, Aif®'s current role is Senior Financial Advisor and Partner and Principal Securities Registered Representative.

What is Michael Lynam, Cfp®, Mba, Aif®'s email address?

Michael Lynam, Cfp®, Mba, Aif®'s email address is ly****@****rwm.com

What schools did Michael Lynam, Cfp®, Mba, Aif® attend?

Michael Lynam, Cfp®, Mba, Aif® attended University Of Alabama At Birmingham, University Of Alabama At Birmingham.

What skills is Michael Lynam, Cfp®, Mba, Aif® known for?

Michael Lynam, Cfp®, Mba, Aif® has skills like Fee Based Planning, Fee Based Asset Management, Retirement Planning, Wealth Accumulation, Financial Analysis, Asset Allocation, Estate Planning, Tax Deferred Exchanges, Deferred Compensation, Executive Benefit Strategies, Income Protection, Survivor Income.

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