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Chris Brown

Xypn Invest

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About Chris Brown

Chris Brown is a financial advisor with over 13 years of experience in the industry. Chris is currently registered as an Investment Advisor Representative with Xypn Invest and Birdie Retirement Planning. Chris has a specialization in portfolio management for individuals and businesses. Chris is also a Professor of Finance at Western Kentucky University. Chris holds the Certified Financial Planner designation. Chris is committed to providing clients with personalized financial advice and guidance.

Firm Information

Chris Brown 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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Chris Brown’s Registration & Firm History

MT

01/07/2025 - Present

Xypn Invest (BOZEMAN MT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chris Brown.
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