BG
CFP
BG
CFP

Bryan James Gum

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth
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
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Location

24 E. Main Street, Bozeman, MT, 59715

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

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
March 2025 - Present · 11 mos
Previous Registrations
Triune Financial Partners, LLC
August 2015 - February 2025 · 9 yrs 6 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.