Blake Lynch: Securities America Advisor Fired by Cetera

Omaha, Nebraska financial advisor Blake Lynch (CRD# 6650717) was recently fired by a former member firm in connection with alleged policy violations. Financial Industry Regulatory Authority records show that he is currently registered as a broker with Securities America and that he is a representative of WealthPLAN Partners.

Mr. Lynch’s BrokerCheck report discloses his termination from Cetera Advisor Networks. Filed in February 2024, it states that the firm fired him in connection with alleged violations of “firm policies and procedures relating to customer signatures.” No additional information is provided.

As Mr. Lynch BrokerCheck report states, he is a junior advisor to WealthPLAN Partners principal Dan Feltz. The firm’s website includes a profile of Mr. Lynch in which he describes his philosophy. “The sheer volume of financial decisions facing the average person on a day-to-day basis can be overwhelming and there are no easy answers,” he states. “While each aspect of the financial management process is important, it is the collective management of these concerns that is key to overall financial success.” Elsewhere, the firm describes its services, including asset management and financial planning. “Our Investment Management Team uses the Strategy Diversification approach to construct models specifically for your needs,” it explains, “while the Financial Planning Team uses our unique Vision1 planning tool to provide a comprehensive financial plan for you and your family.”

According to the Financial Industry Regulatory Authority, Blake Lynch holds six years of securities industry experience. Based in Omaha, Nebraska, he has been a broker with Securities America since April 2024. His past registrations include Cetera Advisor Networks (Omaha, Nebraska; 2023-204) and Securian Financial Services (Omaha, Nebraska; 2017-2023). His credentials include the passage of three securities industry qualifying exams: the General Securities Representative Examination, or Series 7; the Securities Industry Essentials Examination, or SIE; and the Uniform Combined State Law Examination, or Series 66. He is licensed in Iowa. (Information current as of April 6, 2024.)

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