Financial ADVSR advisor directory · SEC adviser records
Xypn Sapphire financial advisors in Montana
Every SEC-registered investment adviser representative at a Xypn Sapphire office in Montana, by city and A to Z.
The short answer
26 registered advisors work at Xypn Sapphire in Montana, out of 51 nationwide; it's the firm's number 1 state by advisors, and the most are in Bozeman (19). 16 list the CFP designation and 0 are also registered broker representatives.
Xypn Sapphire advisors by city in Montana
Every firm in Montana →Xypn Sapphire advisors in Montana, A to Z
Search by name →- Andrew M. AlmeidaBozeman · Certified Financial Planner, Chartered Financial Analyst
- Christopher A. ArnoldBozeman · Certified Financial Planner
- Nathaniel D. BaimBozeman · Certified Financial Planner
- Deivanayak T. BalakrishnanBozeman · Certified Financial Planner
- Lance J. BestBozeman
- Jesse C. BiddleBozeman
- Chris BrownBozeman · Certified Financial Planner
- Tyler P. ConleyBozeman · Certified Financial Planner
- Charles M. Feehely Jr.Bozeman · Certified Financial Planner
- Michael FinnBozeman · Certified Financial Planner, Chartered Financial Consultant
- Andrew T. ForresterBozeman · Certified Financial Planner
- Moshe GreenBozeman
- Taylor M. HainBozeman
- Joel W. Harvard IVBozeman
- John P. JenkinsBozeman · Certified Financial Planner
- Christopher J. JenningsBozeman · Certified Financial Planner
- Ryan W. JohnsonBozeman · Certified Financial Planner
- David LiegakosPolson
- Scott M. MalbasaBozeman · Certified Financial Planner
- Matthew A. NadellBozeman
- Erin A. O'BrienBozeman · Certified Financial Planner
- Grant D. O'BryanBozeman
- Amy L. ShappellBozeman · Certified Financial Planner
- John F. StojBozeman
- Dallin V. WalkerBozeman
- Lindsey C. YoungBozeman · Certified Financial Planner
Xypn Sapphire advisors in every state →Xypn Sapphire: assets, clients and custodians →Advisor Moves: who changed firms this week →
Xypn Sapphire in other states
Questions
How many Xypn Sapphire financial advisors are in Montana?
26 investment adviser representatives are registered at Xypn Sapphire offices in Montana, according to the SEC's Investment Adviser Public Disclosure records, out of 51 at the firm nationwide. 16 list the CFP designation and 0 are also registered as broker representatives.
Where in Montana does Xypn Sapphire have the most advisors?
Bozeman, with 19, then Billings (1). Xypn Sapphire has advisors in 3 cities in Montana.
How do I check a Xypn Sapphire advisor in Montana?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Xypn Sapphire office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.