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).

Current Firm Details
24 E. Main Street, Bozeman, MT 59715
http://newleaffinancialguidance.com/
By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    1,451
    ACCOUNTS
  • Average Account Value
    $91,850
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, KY, LA, MA, MI, MN, MO, MT, NC, NE, OH, TX, VA

Financial Advisors at Xypn Invest
Showing 1 - 4 of 4 top financial advisors.
1
Derek Merkler, financial advisor Georgetown KY
Derek T. Merkler
CRD#: 6742666
Georgetown, KY

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.

2
Robert Moore, financial advisor Bozeman MT
Robert A. Moore
CRD#: 6010619
24 E. Main Street, Bozeman, MT 59715

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.

3
Brian Muller, financial advisor Woodbury MN
Brian D. Muller
CRD#: 2769605
Woodbury, MN

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.

4
Liza Montague Blanks, financial advisor Garner NC
Liza D. Montague Blanks
CRD#: 7871583
Garner, NC

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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