XY INVESTMENT SOLUTIONS, LLC
Legal name: XYPN INVEST
CRD #285967 SEC #801-118916 BOZEMAN, MT (360) 301-7579
SEC Registered
Total AUM
$321M
Discretionary
$295.1M
Employees
33
Clients
11
Accounts
2,539
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Montana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 4, 2025
- Branch Offices
- 27
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Asher, LISA | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| Asher, LISA | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| Asher, LISA | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| Asher, LISA | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| Asher, LISA | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| Asher, LISA | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| Asher, LISA | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| GRIFFITHS, BRADLEY, MICHAEL | I | CCO | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| Hain, Taylor, Michelle | I | VICE PRESIDENT: XYPN INVEST | NA | Control |
| KERNEY, THOMAS, DEKARI | I | SENIOR DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| KERNEY, THOMAS, DEKARI | I | SENIOR DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| KERNEY, THOMAS, DEKARI | I | SENIOR DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| KERNEY, THOMAS, DEKARI | I | SENIOR DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| KERNEY, THOMAS, DEKARI | I | SENIOR DIRECTOR | NA | Control |
| MOORE, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| MOORE, ROBERT, ALAN | I | PRESIDENT & CEO | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| OLNEY, JENA, SUZETTE | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | DIRECTOR, CCO & ORION SPECIALIST | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | DIRECTOR, CCO & ORION SPECIALIST | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | MANAGING DIRECTOR & CCO | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | MANAGING DIRECTOR & CCO | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | MANAGING DIRECTOR & CCO | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | MANAGING DIRECTOR & CCO | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | MANAGING DIRECTOR & CCO | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | MANAGING DIRECTOR & CCO | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | MANAGING DIRECTOR & CCO | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | MANAGING DIRECTOR & CCO | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | MANAGING DIRECTOR & CCO | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | MANAGING DIRECTOR & CCO | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | MANAGING DIRECTOR & CCO | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | MANAGING DIRECTOR & CCO | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | MANAGING DIRECTOR & CCO | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| SNODGRASS, JEFFREY, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK, LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK, LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK, LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK, LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK, LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK, LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK, LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK, LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK, LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK, LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK, LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK, LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK, LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK, LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK, LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK, LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK, LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK, LLC | DE | MANAGING MEMBER | E | Control |
| XY PLANNING NETWORK, LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK, LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK, LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK, LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK, LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK, LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK, LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK, LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK, LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK, LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK, LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK, LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK, LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK, LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK, LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK, LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK, LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK, LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK, LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK, LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK LLC | D | Control |
| MOORE, ROBERT, ALAN | I | XY PLANNING NETWORK LLC | D | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK, LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK, LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK, LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK, LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK, LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK, LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK, LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK, LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK, LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK, LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK, LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK, LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK, LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK, LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK, LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK, LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK, LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK, LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK, LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK LLC | C | Control |
| KITCES, MICHAEL, ERNEST | I | XY PLANNING NETWORK LLC | C | Control |
Registrations
Federal
IA
Dec 4, 2025 REGISTERED
Notice Filings (42)
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