Derek
Merkler
Xypn Invest
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About this Advisor
Derek Merkler is a financial advisor based in Georgetown, Kentucky, working with Xypn Invest. Derek has previously held positions at Us Army, Parsonex Advisory Services, Inc, Borg Warner, Trophy Point Financial Planning LLC, Greenheck Group, and Xy Investment Solutions, LLC. Derek has passed the Series 65 regulatory exam and is registered to provide services in Kentucky. Currently, Derek is part of Xypn Invest, which operates out of Georgetown, Kentucky. The firm has 10 offices and 10 employees. The firm manages assets totaling $133.3 million. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Xypn Invest includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Xypn Invest Brokerage Details
$133,274,180
10
1,451
$91,850
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Derek Merkler Work History
Xy Investment Solutions, LLC
Greenheck Group
Trophy Point Financial Planning LLC
Borg Warner
Parsonex Advisory Services, Inc
Us Army
Disclosures
Please visit the SEC profile of Derek Merkler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Xypn Invest
Bozeman, MT
Bozeman, MT
Bozeman, MT
Richland Center, WI
Bozeman, MT
Bozeman, MT
Georgetown, KY
Swansea, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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