Tyler Conley is a CFP-designated registered investment advisor at Xypn Invest, based in Ankeny, IA, with 8 years of industry experience. Tyler 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
Ankeny, IA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tyler owns Angry Bear Motorsports Consulting LLC, a marine dock business, and Angry Bear Rentals LLC, a rental and property management company. He dedicates minimal time outside of business hours to these ventures.
Employment History
Current Registrations
Xypn Invest
Previous Registrations
Syverson Strege
Legacy Financial Group
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.