PL
CFP
PL
CFP

Peter F Lynch

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
2,123 clients
Average Client Portfolio
$7.2M average
Assets Under Management
$15.3B

Fee Structure

Minimum Investment:$1M
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Location

231 S. Lasalle Street, 4th Floor, Chicago, IL, 60604

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Peter works as an investment advisor at Great Lakes Advisors, spending nearly full-time on portfolio management. This role began in 2019 and has been reviewed for compliance.

Employment History
Current Registrations
Great Lakes Advisors, LLC
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Wintrust Investments
April 2017 - January 2025 · 7 yrs 9 mos
Wintrust Investments LLCBroker
January 2014 - July 2025 · 11 yrs 6 mos
Wayne Hummer Investments L.L.C.Broker
June 2011 - December 2013 · 2 yrs 6 mos
Chase Investment Services CORP.Broker
October 2009 - March 2011 · 1 yr 5 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Peter F Lynch - Financial Advisor | TrueAdvisor