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Brian D. Muller

Xypn Invest

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About Brian D. Muller

Brian Muller has been in the financial services industry for over 25 years. Brian has worked at several well-known firms including Edward Jones and Charles Schwab. Brian is currently registered with Xypn Invest in Woodbury, MN. Brian is a Series 63, 7, 52 and SIE licensed advisor. Brian holds a specializations in Investment Advisory Services for both individuals and businesses. Brian currently works with other Investment Advisors to provide them financial planning services.

Firm Information

Brian Muller is currently registered with Xypn Invest. Xypn Invest is an investment advisor registered with the SEC. The firm's main office is in BOZEMAN, MT. The firm has 15 investment adviser representatives. They manage $133,274,180 in assets. Xypn Invest provides portfolio management for businesses and individuals. Their clients include other investment advisors.
Xypn Invest

24 E. MAIN STREET

BOZEMAN, MT 59715

$133.27M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Muller’s Registration & Firm History

MN

02/13/2024 - Present

Xypn Invest (Woodbury MN)

MN

01/22/2007 - 04/05/2021

EDWARD JONES (ST PAUL MN)

MN

06/07/2006 - 01/25/2007

CHARLES SCHWAB & CO., INC. (ST. PAUL MN)

CT

05/08/2003 - 11/22/2005

PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)

MO

02/24/1997 - 05/05/2003

EDWARD JONES (ST. LOUIS MO)

MI

07/12/1996 - 02/14/1997

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

BC

Issued 07/24/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/1996

Series 7 - General Securities Representative Examination

BC

Issued 07/11/1996

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Brian D. Muller. Review regulatory record here.
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