Joe Lyons

CFP®, ChFC® President of Joe Lyons LLC

Joe Lyons is co-founder of Keith B. Mooney & Associates and Joe Lyons, LLC. Joe has been in the finance field since 1996. He earned his Bachelor of Science from Illinois State University in December 1996 with a major in Finance. Joe specializes in Retirement Income Planning & Protection.

Joe is a frequent speaker at Northwestern University, DePaul University, Elmhurst College, Wheaton College, Elgin Community College and several Fortune 500 Companies located throughout the area. He has lectured in front of thousands on topics such as Financial Planning, Retirement Planning, Estate Planning, Risk Management, and Investment Planning.

Joe is a CERTIFIED FINANCIAL PLANNER^TM professional, Chartered Financial Consultant (ChFC), and is registered with a Series 6-Investment Company & Variable Contracts Products, 7-General Securities, and 65-Uniform Investment Advisor to offer securities through LPL Financial member FINRA/SIPC. Joe is also licensed for Life, Health, Long Term Care, Property and Casualty Real Estate.

Joseph Lyons is licensed to transact:
Securities in: AZ, CA license #0G77456 , CO, FL, IL, MO, NC, OR, PA, SC, NY, WA, and WI,
Insurance in: CA license #0G77456 , CO, FL, IL, NC, NY, MO, OR, SC, and WI.

The CFP® certification process consists of initial requirements in the areas of Education, Examination, Experience and Ethics (known as "the four Es"). Applicants for certification must also have a bachelor's degree (or higher), or its equivalent, in any discipline, from an accredited college or university in order to obtain CFP® certification. Once you have successfully met the requirements and completed the initial certification process, you will need to meet ongoing education and disclosure requirements to maintain CFP® certification.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CO, FL, IL, MO, NC, NY, OR, SC, WA, WI.

CA license#0G77456

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.