Brian D. Muller

28 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth

Xypn Invest

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

40 advisors

Number of Clients

325 clients

Average Client Portfolio

$988K average

Assets Under Management

$321.0M

Fee Structure

Minimum Investment:None

Location

Woodbury, MN

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History

Regulatory History (1)

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Employment Separation After Allegations

February 2024

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Other Business Activities

Brian is the Executive Director of the Amie Muller Foundation, a non-profit organization supporting families affected by pancreatic cancer, dedicating minimal time to this activity. This work is done in honor of his late wife.