Xypn Invest

Firm record

As recorded in SEC IAPD

Firm CRD

285967

SEC number

801-118916

Firm type

RIA

Assets under management

$881.5M as of Jun 22, 2026

Website

www.tenerewealthadvisors.com ↗

Phone

(360) 301-7579

Address

24 E. Main Street, Bozeman, MT, 59715

Advisors at this firm

51 in our index · page 1 of 2

• Andrew Michael AlmeidaCRD 5437669 · Sayville, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Alexa Symone AshiCRD 6910904 · Delray Beach, FL
  IA Registered
• Lance Jason BestCRD 6396899 · Monroe, WA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Richard Scott BoylesCRD 4746252 · Dripping Springs, TX
  IA Registered
• David Harding BrownCRD 6392864 · Lafayette, CO
  IA Registered
• Nathaniel David BaimCRD 6956579 · Tigard, OR
  IA Registered
• Deivanayak T BalakrishnanCRD 7458541 · Winter Springs, FL
  IA RegisteredRegistration inactive
• Tamie BallCRD 7490618 · Sugar City, ID
  IA Registered
• Jeffrey David BaumgartnerCRD 8052717 · Bismark, ND
  IA Registered
• Shana Elise BennettCRD 7423124 · Lisbon, ME
  IA RegisteredRegistration inactive
• Jesse Cole BiddleCRD 8132225 · Fort Payne, AL
  IA Registered
• Chris BrownCRD 7732688 · Bowling Green, KY
  IA Registered
• Eunsoo ChungCRD 7697588 · San Mateo, CA
  IA Registered
• Tyler Patrick ConleyCRD 5938215 · Ankeny, IA
  IA Registered
• Patrick Gannon DiamondCRD 6533658 · North Kingstown, RI
  IA Registered
• William Ross DrexlerCRD 6313968 · Melbourne, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Mark Aaron Lee EversCRD 4214366 · Fort Worth, TX
  IA Registered
• David William FrankCRD 4033093 · Los Angeles, CA
  IA Registered
• Johannes Carl FureCRD 1068032 · Bloomington, MN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Charles Michael FeehelyCRD 7729916 · Raleigh, NC
  IA Registered
• Michael FinnCRD 6202108 · Foxboro, MA
  IA RegisteredRegistration inactive
• Kevin Michael FlintCRD 7330652 · Harrisonburg, VA
  IA RegisteredRegistration inactive
• Philip S GibsonCRD 6698143 · Indian Land, SC
  IA Registered
• Stratton HarrisonCRD 6558141 · Chicago, IL
  IA RegisteredRegistration inactive
• Taylor Michelle HainCRD 8046380 · Bozeman, MT
  IA Registered
• Joel Wyman HarvardCRD 8192359 · St. Simons Island, GA
  IA Registered
• Ryan William JohnsonCRD 7510803 · Grand Rapids, MI
  IA RegisteredRegistration inactive
• Kevin KennedyCRD 6569524 · Greensboro, NC
  IA RegisteredRegistration inactive
• Jason Robert LillyCRD 3188023 · S. Yarmouth, MA
  IA Registered
• Katherine LeonardCRD 8291154 · Corona Del Mar, CA
  IA Registered
• David LiegakosCRD 7704018 · Polson, MT
  IA RegisteredRegistration inactive
• Scott Michael MalbasaCRD 6401320 · Portland, OR
  IA Registered
• Steven MoffittCRD 6255958 · Greensboro, NC
  IA RegisteredRegistration inactive
• Katerina MinevichCRD 8231544 · Los Angeles, CA
  IA Registered
• Brian D. MullerCRD 2769605 · Woodbury, MN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Erin Adele O'brienCRD 4506749 · Naples, FL
  IA Registered
• Cherry Thi PhanCRD 5193163 · Austin, TX
  IA Registered
• Justin Carter PritchardCRD 4055823 · Montrose, CO
  IA RegisteredRegistration inactive
• Marianne PoonCRD 6907264 · Bethesda, MD
  IA Registered
• Wai Lim PoonCRD 8018132 · Sandy Springs, GA
  IA Registered
• Ronald Alan RhoadesCRD 4458963 · Bowling Green, KY
  IA Registered
• Amy Lynn ShappellCRD 4997666 · Seattle, WA
  IA Registered
• Patrick Eugene SchulteCRD 8206061 · Stillwater, MN
  IA Registered
• Cole Terrell SetzerCRD 8146111 · Hickory, NC
  IA Registered
• John Francis StojCRD 2252015 · Atlanta, GA
  IA RegisteredRegistration inactive
• Julian TrevesCRD 7823325 · Merion Station, PA
  IA Registered
• Dallin Van WalkerCRD 7129825 · Rexburg, ID
  IA Registered
• Kyle Hunt WilkeCRD 6705987 · Normandy Park, WA
  IA Registered
• Lindsey Carolyn YoungCRD 4843812 · Baltimore, MD
  IA Registered
• Hilal YilmazCRD 7904736 · Sherman Oaks, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.