Brian Muller is a registered investment advisor at Xypn Invest, based in Woodbury, MN, with 29 years of industry experience. Brian 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.
Location
Woodbury, MN
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Regulatory History (1)
Employment Separation After Allegations
February 2024Other Business Activities
Brian is the Executive Director of the Amie Muller Foundation, a non-profit organization supporting families affected by pancreatic cancer, dedicating minimal time to this activity. This work is done in honor of his late wife.
Employment History
Current Registrations
Xypn Invest
Previous Registrations
Total Wealth Advisors, LLC
Edward Jones
Edward JonesBroker
Charles Schwab & CO., INC.Broker
Planco Financial Services, INC.Broker
Edward JonesBroker
Olde Discount CorporationBroker
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.