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Ryan William Johnson

Xypn Invest

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About Ryan William Johnson

Ryan Johnson is an investment advisor representative at Xypn Invest. Ryan has been in the financial industry since 2015, providing portfolio management for both individuals and businesses. Ryan is registered with the state of Minnesota.

Firm Information

Ryan Johnson 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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Ryan Johnson’s Registration & Firm History

MT

02/08/2024 - Present

Xypn Invest (BOZEMAN MT)

MN

06/23/2022 - 12/20/2023

LPL FINANCIAL LLC (CHANHASSEN MN)

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Licenses & Designations

BC

Issued 07/14/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/19/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/23/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/05/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan William Johnson.
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