About LynnePoint
LynnePoint Compliance LLC was created to give small and mid-sized RIAs focused, personal compliance support. Founded by Angela Larson, the firm is built around a simple idea: independent advisers deserve compliance guidance that’s clear, practical, and tailored to the way they truly work.
With deep experience across RIA operations, regulatory requirements, and fiduciary best practices, LynnePoint provides more than just checklists and deadlines. We offer meaningful relationship — the kind of hands-on, responsive support advisers can rely on when compliance questions arise.
Whether you’re launching your firm, preparing for an exam, updating your ADV, or strengthening your annual review program, LynnePoint is your point of clarity in a complex regulatory landscape.
Clear guidance. Thoughtful support. Compliance that stays on point.
Founder + Managing Member
About Angela
Angela Lynne Larson is the founder of LynnePoint Compliance LLC, a boutique compliance consulting firm dedicated to supporting small and mid-sized registered investment advisers. With over 15 years of experience in the financial services industry, Angela brings deep regulatory knowledge paired with a practical, adviser-centric approach to compliance.
Prior to launching LynnePoint Compliance, Angela spent more than a decade at Morningstar, Inc., where she held senior roles within the compliance department. In these roles, she worked closely with investment, trading, operations, sales, and executive leadership teams, gaining firsthand insight into how compliance intersects with real-world advisory operations. She is widely recognized for her strong sense of ethics, attention to detail, and ability to translate regulatory requirements into workable solutions.
Angela’s approach to compliance is thoughtful, clear, and collaborative. She focuses on helping advisers build sustainable, exam-ready compliance programs that not only meet regulatory expectations but also align with the day-to-day realities of running an advisory firm. Her goal is to provide clarity and confidence so advisers can focus on serving clients without feeling overwhelmed by compliance.
Angela holds a Bachelor of Arts in Business Administration and Public Relations from Coe College and maintains multiple professional licenses, including FINRA Series 7, 14, 24, and 99.