Unclaimed Profile

Michael Ernest Kitces

XY INVESTMENT SOLUTIONS, LLC·BOZEMAN, Montana

Series 6, Series 7, Series 63, Series 65Clean record19 years registeredXY INVESTMENT SOLUTIONS, LLC

24 E. MAIN STREET, BOZEMAN, MT 59715CRD# 4218831Firm CRD# 285967

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Ernest Kitces · BOZEMAN, MT

Registration

CRD #4218831 · XY INVESTMENT SOLUTIONS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Nov 2024 – present

BUCKINGHAM STRATEGIC WEALTH, LLC

Oct 2020 – Nov 2024

RESTON, VA

PINNACLE ADVISORY GROUP, INC.

Feb 2007 – Mar 2020

COLUMBIA, MD

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 2, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

XY INVESTMENT SOLUTIONS, LLC

CRD 285967 · SEC 801-118916

AUM

$133M

Regulatory assets under management

Employees

1,451 client accounts

Services offered by XY INVESTMENT SOLUTIONS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at XY INVESTMENT SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Ernest Kitces offer?

Michael Ernest Kitces specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOZEMAN, Montana for a consultation.

What are Michael Ernest Kitces's credentials?

Michael Ernest Kitces is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Ernest Kitces located?

Michael Ernest Kitces is based in BOZEMAN, Montana, working with XY INVESTMENT SOLUTIONS, LLC. Their office serves clients in the BOZEMAN metropolitan area and surrounding communities.

How does Michael Ernest Kitces charge for services?

Michael Ernest Kitces's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is XY INVESTMENT SOLUTIONS, LLC?

XY INVESTMENT SOLUTIONS, LLC has approximately 15 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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