# Lynch & Associates: fundraiser > Lynch & Associates placed 29 company rounds filed with the SEC, most recently Dec 2025. Who they placed, by sector and size. Source: https://millionrounds.com/providers/lynch-and-associates (Millionrounds; every figure on the page links to its filing or article) [Fundraisers](https://millionrounds.com/fundraisers) / Lynch & Associates Fundraiser Registered broker-dealer # Lynch & Associates FINRA 140762 ยท placing rounds since Oct 2016 **29** company rounds placed **4** in the last two years, last Dec 2025 **$7.6B** sold in the rounds they placed **1.0%** typical commission; the median firm takes 4.9% Named on 29 Form D filings as paid to sell the offering: 29 for operating companies. 1 registered agent named. ## Quarter by quarter Company rounds they placed in each quarter, from the filings. **2** 23Q4 **2** 24Q4 **2** 25Q4 ## What they place - Insurance **100%** ## How big the rounds are - Under $1M **0** - $1M to $5M **1** - $5M to $20M **0** - $20M to $100M **13** - $100M+ **19** ## Where the companies are **IN** 22 **OH** 6 **NC** 3 **CA** 1 **MO** 1 ## Rounds they placed [Company rounds](https://millionrounds.com/providers/lynch-and-associates)[Everything, funds and real estate too](https://millionrounds.com/providers/lynch-and-associates?show=all) Filed Issuer Industry Sold Dec 2025 Lincoln Life Separate Account BL3, The Lincoln National Life Insurance Co Agents: William J. Lynch III Insurance **$101M** Dec 2025 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: William J. Lynch III Insurance **$37M** Dec 2024 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: William J. Lynch III Insurance **$37M** Dec 2024 Lincoln Life Separate Account BL3, The Lincoln National Life Insurance Co Agents: William J. Lynch III Insurance **$102M** Dec 2023 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: William J. Lynch III Insurance **$39M** Dec 2023 Lincoln Life Separate Account BL3, The Lincoln National Life Insurance Co Agents: William J. Lynch III Insurance **$102M** Dec 2022 Lincoln Life Separate Account BL3, The Lincoln National Life Insurance Co Agents: William J. Lynch III Insurance **$102M** Dec 2022 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: William J. Lynch III Insurance **$40M** Dec 2021 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: William J. Lynch III Insurance **$40M** Dec 2021 Lincoln Life Separate Account BL3, The Lincoln National Life Insurance Co Agents: William J. Lynch III Insurance **$103M** Dec 2020 Lincoln Life Separate Account BL3, The Lincoln National Life Insurance Co Agents: William J. Lynch III Insurance **$114M** Dec 2020 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: William J. Lynch III Insurance **$40M** Dec 2019 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: William J. Lynch III Insurance **$41M** Dec 2019 Lincoln Life Separate Account BL3, The Lincoln National Life Insurance Co Agents: William J. Lynch III Insurance **$114M** Dec 2018 Lincoln Life Separate Account BL3, The Lincoln National Life Insurance Co Agents: William J. Lynch III Insurance **$115M** Dec 2018 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: William J. Lynch III Insurance **$41M** Dec 2017 Lincoln Life Separate Account BL3, The Lincoln National Life Insurance Co Agents: William J. Lynch III Insurance **$115M** Dec 2017 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: William J. Lynch III Insurance **$41M** Dec 2017 Nationwide BOLI Private Placement Variable Account Agents: William Lynch Insurance **$456M** Dec 2017 GENERAL AMERICAN LIFE INSURANCE Co Agents: Various Insurance **$413M** Oct 2017 Nationwide BOLI Private Placement Variable Account Agents: William J Lynch III Insurance **$40M** Sept 2017 BRIGHTHOUSE LIFE INSURANCE Co Agents: William J. Lynch III Insurance **$1.3B** Feb 2017 Nationwide BOLI Private Placement Variable Account Agents: William Lynch Insurance **$2.2B** Dec 2016 Nationwide Private Placement Variable Account Agents: William Lynch III Insurance **$3.2M** Dec 2016 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: William J. Lynch III Insurance **$42M** Dec 2016 Lincoln Life Separate Account BL3, The Lincoln National Life Insurance Co Agents: William J. Lynch III Insurance **$117M** Nov 2016 Nationwide BOLI Private Placement Variable Account Agents: William Lynch Insurance **$456M** Oct 2016 Nationwide BOLI Private Placement Variable Account Agents: William J. Lynch III Insurance **$40M** Oct 2016 MetLife Insurance Co USA Agents: William J. Lynch III Insurance **$1.3B** Dec 2015 Lincoln Life Separate Account BL3, The Lincoln National Life Insurance Co Agents: William J. Lynch III Insurance **$121M** Dec 2015 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: William J. Lynch III Insurance **$42M** Nov 2015 MetLife Insurance Co USA Agents: William J. Lynch III Insurance **$182M** Jan 2014 Metlife Investors USA Insurance Co Agents: William J. Lynch III Insurance **$182M** From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown. ## Often on the same rounds Other fundraisers named on the same filings: the firms they syndicate with. [**M Holdings Securities Inc.** 26 rounds together](https://millionrounds.com/providers/m-holdings-securities-inc)[**Lion Street Financial** 23 rounds together](https://millionrounds.com/providers/lion-street-financial)[**Kestra Investment Services LLC** 23 rounds together](https://millionrounds.com/providers/kestra-investment-services-llc)[**Securities America, Inc.** 11 rounds together](https://millionrounds.com/providers/securities-america-inc)[**UVEST Investment Services** 11 rounds together](https://millionrounds.com/providers/uvest-investment-services)[**LPL Financial LLC** 9 rounds together](https://millionrounds.com/providers/lpl-financial-llc) ## Founders who worked with them No one has said so yet. Worked with them? Say so ## A badge for their site It shows their latest standing in the quarterly rankings and links back here. ## Is this Lynch & Associates? Claim the page to describe your work in your own words. Free. 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