Bryan Gum is a CFP-designated registered investment advisor at Xypn Invest, based in Bozeman, MT, with 10 years of industry experience. Bryan 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
24 E. Main Street, Bozeman, MT, 59715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Bryan works as a photographer/videographer/director/producer a few times per year. He also acts as a consultant for his wife's business and an artist manager for his brother, dedicating minimal time to each and receiving no compensation.
Employment History
Current Registrations
Xypn Invest
Previous Registrations
Triune Financial Partners, LLC
State Registrations2 states
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.