Stephen Wintermeier
Lynx Investment Advisory · Washington, District of Columbia
Stephen Wintermeier is a fee-only financial advisor at Lynx Investment Advisory in Washington, District of Columbia, who holds the CFP credential. Stephen focuses on retirement planning, tax planning and estate & legacy planning. Lynx Investment Advisory reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Lynx Investment Advisory |
|---|---|
| Based in | Washington, District of Columbia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $1.11B across 236 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, MA, TX, VA · CRD 4860355 |
| Exams passed | Series 66 (2004) |
| Firm size | 13 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.lynxinvestment.com |
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Questions about Stephen
Is Stephen Wintermeier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Lynx Investment Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Lynx Investment Advisory, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Stephen Wintermeier based?
Stephen Wintermeier is based in Washington, District of Columbia.
What does Stephen specialize in?
Stephen's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Stephen works with multi-generational families.
What credentials does Stephen Wintermeier hold?
Stephen Wintermeier holds the CFP credential.
Is Stephen Wintermeier registered with the SEC?
Yes. Stephen Wintermeier is registered as an investment adviser representative in DC, MA, TX and VA (CRD 4860355), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Lynx Investment Advisory manage?
Lynx Investment Advisory reports $1.11B across 236 accounts in assets under management.
How do I contact Stephen Wintermeier?
Through Stephen's website, www.lynxinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Lynx Investment Advisory website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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