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JF
CFP
JF
CFP
Johannes Carl Fure
Xypn Invest
38 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Education Planning
Tax Planning
Estate Planning
Financial Planning & Coaching
Charitable Giving
High Net Worth
Xypn Invest
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
40 advisors
Number of Clients
325 clients
Average Client Portfolio
$988K average
Assets Under Management
$321.0M
Fee Structure
Minimum Investment:
None
Investment Management
Planning
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JF
Johannes Carl Fure
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Location
24 E. Main Street, Bozeman, MT, 59715
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
August 2014
Denied
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Xypn Invest
May 2025 - Present · 9 mos
Previous Registrations
Mercer Global Advisors INC.
September 2022 - January 2025 · 2 yrs 4 mos
Fure Financial Corporation
July 2017 - December 2022 · 5 yrs 5 mos
Commonwealth Financial Network
January 2014 - July 2017 · 3 yrs 6 mos
Commonwealth Financial Network
Broker
May 2002 - July 2017 · 15 yrs 2 mos
Securities America, INC.
Broker
August 1990 - May 2002 · 11 yrs 9 mos
Fsc Securities Corporation
Broker
March 1984 - May 1986 · 2 yrs 2 mos
Waddell & Reed, INC.
Broker
October 1982 - April 1984 · 1 yr 6 mos
State Registrations
1 state
MN
Advisor
Exams
No exam information available for this advisor.
JF
Contact
Johannes Carl Fure
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Email
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