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Xypn Sapphire CRD 285967
$1.25B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-03-24 |
| TX | RA | APPROVED | 2025-03-24 |
Branch Locations
24 E. Main Street, Bozeman, MT 59715 • United States
Mission, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employment | Merriam | KS | 03/2013 | Present |
| Triune Financial Partners, Llc | Overland Park | KS | 08/2015 | 02/2025 |
| Lighthouse Planning | Mission | KS | 03/2025 | Present |
| Xypn Invest | Bozeman | MT | 03/2025 | Present |
1) Photographer/Videographer/Director/Producer - Occurs once or twice a year (typically spending 1-10 hours per project). 2) Consultant for Biz Babe CPA, LLC (wife's business). As needed, approximately 10 hours per year. No compensation for this role. 3) Artist Manager for Daniel Gum (singer-songwriter, and brother). As needed, approximately 20 hours per year. No compensation for this role.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-27 |
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