Bryan
Wilczewski
Xypn Invest
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About this Advisor
Bryan Wilczewski is a financial advisor based in Bozeman, Montana, working with Xypn Invest. Bryan has previously held positions at Fidelity Investments/Strategic Advisers, Consulting, Dimensional Fund Advisors, Edward Jones, Householder Group Estate & Retirement Specialists, Xy Investment Solutions, LLC, and Lpl Financial, LLC. Bryan has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Bryan is part of Xypn Invest, which operates out of Bozeman, Montana. 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
Bryan Wilczewski Work History
Xy Investment Solutions, LLC
Consulting
Householder Group Estate & Retirement Specialists
Lpl Financial, LLC
Edward Jones
Consulting
Consulting
Dimensional Fund Advisors
Fidelity Investments/Strategic Advisers
Disclosures
Please visit the SEC profile of Bryan Wilczewski 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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