Ryan
Johnson

Xypn Invest

CRD#7510803
Investment Advisor
in Bozeman, MT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ryan Johnson is a financial advisor based in Bozeman, Montana, working with Xypn Invest. Ryan has previously held positions at Lpl Financial LLC, Scheels Sports, Catalyst Covenant Church, 2Ndswing Golf, Gift Planning Counselor, Radisson Hotel Group, Bsc Solutions, Hoonuit Inc, Teviot Creative, Hunt Adkins, Miller Meiers Advertising, University Of Kansas, Waterrock Financial, and Xy Investment Solutions, LLC. Ryan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Ryan 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, as well as portfolio management for institutional clients. The fee structure at Xypn Invest includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

24 E. Main Street
Bozeman, MT 59715

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Xypn Invest Brokerage Details

Total Assets Under Management

$133,274,180

MT Average: $2,609,029,241
Total Number of Employees

10

MT Average: 66
Total Number of Accounts

1,451

MT Average: 6,076
Average Account Size

$91,850

MT Average: $429,399

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Ryan Johnson Work History

2024 - Present (0 year)

Xy Investment Solutions, LLC

2022 - 2023 (1 year)

Lpl Financial LLC

2022 - 2022 (< 1 year)

Waterrock Financial

2021 - 2022 (1 year)

Scheels Sports

2021 - 2022 (1 year)

Catalyst Covenant Church

2021 - 2021 (< 1 year)

2Ndswing Golf

2020 - 2021 (1 year)

Gift Planning Counselor

2018 - 2020 (2 years)

Radisson Hotel Group

2018 - 2018 (< 1 year)

Bsc Solutions

2017 - 2017 (< 1 year)

Hoonuit Inc

2015 - 2017 (2 years)

Teviot Creative

2015 - 2015 (< 1 year)

Hunt Adkins

2015 - 2015 (< 1 year)

Miller Meiers Advertising

2014 - 2015 (1 year)

University Of Kansas

Disclosures

Please visit the SEC profile of Ryan Johnson 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

Ryan Johnson
Bozeman, MT
Liza Montague Blanks
Bozeman, MT
Bryan Wilczewski
Bozeman, MT
Evan Wontor
Richland Center, WI
Robert Moore
Bozeman, MT
Melody Brady
Bozeman, MT
Derek Merkler
Georgetown, KY
Brian Muller
Woodbury, MN

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started