Evan Wontor is a registered investment advisor at Xypn Invest, based in Richland Center, WI, with 7 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 705 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
XY Investment Solutions offers investment management services for a fee based on a percentage of your portfolio. The fee can be up to 1.5% per year. The specific fee is negotiable and detailed in your investment advisory agreement.
Location
Richland Center, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Evan owns two businesses: one at 18601 State Hwy 80, Richland Center WI since January 2019, taking about a quarter of his time, and Residential Roofing of Southwest Wisconsin LLC since July 2018, taking a little over a third of his time. Neither activity is investment-related.
Employment History
Current Registrations
Xypn Invest
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.