Johannes Fure is a CFP-designated registered investment advisor at Xypn Invest, based in Bozeman, MT, with 38 years of industry experience. Johannes operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 705 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
XY Investment Solutions offers investment management services for a fee based on a percentage of your portfolio. The fee can be up to 1.5% per year. The specific fee is negotiable and detailed in your investment advisory agreement.
Contact
Johannes Fure
Location
24 E. Main Street, Bozeman, MT, 59715
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Regulatory History (1)
Customer Dispute
August 2014Employment History
Current Registrations
Xypn Invest
Previous Registrations
Mercer Global Advisors INC.
Fure Financial Corporation
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Securities America, INC.Broker
Fsc Securities CorporationBroker
Waddell & Reed, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams