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Ronald Alan Rhoades

Xypn Invest

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About Ronald Alan Rhoades

Ronald Rhoades is an investment advisor representative who works for Xypn Invest and Scholar Financial, LLC. Ronald Rhoades is licensed to provide investment advice in Kentucky, Florida and Texas. Ronald Rhoades has been in the financial services industry for over 20 years. Ronald Rhoades has a series 65 license and is a Certified Financial Planner. Ronald Rhoades provides investment advice to individual and business clients. Ronald Rhoades specializes in portfolio management.

Firm Information

Ronald Rhoades 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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Ronald Rhoades’s Registration & Firm History

MT

07/24/2024 - Present

Xypn Invest (BOZEMAN MT)

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Licenses & Designations

IA

Issued 08/21/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald Alan Rhoades.
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