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Derek Todd Merkler

Xypn Invest

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About Derek Todd Merkler

Derek Todd Merkler is a financial advisor with Xypn Invest. Derek is a Certified Financial Planner™ and holds a Series 65 license. He provides financial advice to individuals and businesses. Derek has been in the financial services industry since 2017. Derek has experience with portfolio management for individuals and businesses. He also provides investment advice to other financial advisors. Derek is committed to providing his clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Derek Merkler 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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Derek Merkler’s Registration & Firm History

KY

08/21/2024 - Present

Xypn Invest (Georgetown KY)

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Licenses & Designations

IA

Issued 01/07/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Derek Todd Merkler.
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