Advisor at Salt Creek Hills Money, Ltd.
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Firm
Salt Creek Hills Money, Ltd.
Location
Springfield, IL
Credentials
Series 65
Industry experience
13 years
Walter Lynn is a financial advisor with Salt Creek Hills Money, Ltd. in Springfield, IL, holding a Series 65 credential and 13 years of industry experience. He has worked at Salt Creek Hills Money, Ltd. since 2014 and has also been associated with Skinner, Copper & Ehmen Wealth Management, LLC, and Lynn & Associates. Outside of his advisory work, he serves as trustee of the Walter Lynn, Sr. Trust and holds leadership roles in agricultural-related entities including Lynn Farms, LLC, and Rustic Acres, Inc. Salt Creek Hills Money, Ltd. provides investment advisory services primarily to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a non-discretionary, long-term investment approach focused on mutual funds and typically refers clients to third-party money managers for implementation.
Based on Salt Creek Hills Money, Ltd.
One-time fee of $500.00 to all Matson Money clients
Springfield, IL
Illinois · Texas
Salt Creek Hills Money, Ltd.
2014 - Present (12 years)
Skinner, Copper & Ehmen Wealth Management, LLC
2012 - Present (14 years)
Lynn & Associates
2003 - Present (23 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Springfield, IL
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