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Bryan Wilczewski

Xypn Invest

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About Bryan Wilczewski

Bryan Wilczewski is a financial professional with over 10 years of experience in the industry. Bryan is currently a registered Investment Advisor Representative with Xypn Invest. Previously, Bryan was registered with LPL Financial LLC, Edward Jones, DFA Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bryan holds the Series 66, Series 24, SIE and Series 7 securities licenses and has earned the Certified Financial Planner and Chartered Financial Consultant designations.

Firm Information

Bryan Wilczewski 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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Bryan Wilczewski’s Registration & Firm History

MT

04/01/2024 - Present

Xypn Invest (BOZEMAN MT)

CA

01/27/2020 - 03/30/2023

LPL FINANCIAL LLC (LANCASTER CA)

TX

03/31/2017 - 01/28/2020

EDWARD JONES (BASTROP TX)

NC

02/04/2016 - 05/10/2016

DFA SECURITIES LLC (CHARLOTTE NC)

NY

09/05/2011 - 01/31/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

05/07/2007 - 07/10/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NJ

04/11/2002 - 04/02/2007

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

NY

03/26/2002 - 04/08/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/29/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/06/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/03/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan Wilczewski.
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