Xypn Invest
Xypn Invest (CRD# 285967) is a financial advisory firm headquartered in Bozeman, MT. They manage $133,274,180 in 1,451 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management133MILLION
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Total Number of Accounts1,451ACCOUNTS
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Average Account Value$91,850
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, KY, LA, MA, MI, MN, MO, MT, NC, NE, OH, TX, VA
Derek Merkler (CRD# 6742666) is an Investment Advisor Representative working at Xypn Invest in Georgetown, KY and has over 7 years of experience in the finance industry.
Robert Moore (CRD# 6010619) is an Investment Advisor Representative working at Xypn Invest in Bozeman, MT and has over 12 years of experience in the finance industry.
Brian Muller (CRD# 2769605) is an Investment Advisor Representative working at Xypn Invest in Woodbury, MN and has over 27 years of experience in the finance industry.
Liza Montague Blanks (CRD# 7871583) is an Investment Advisor Representative working at Xypn Invest in Garner, NC and has 1 year of experience in the finance industry.