Amy Lynn Shappell
Investment adviser representative at Xypn Sapphire
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Xypn SapphireJun 2026 to now
- Cgn Advisors, LLCApr 2025 to now
- Equi Financial PlanningApr 2025 to now
- RetiredJan 2021 to Apr 2025
- Garrett Investment Advisors, LLCMay 2020 to Jan 2021
- Juetten Personal Financial Planning, LLCAug 2012 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (WA).
Xypn Sapphire
Legal name: Xy Investment Solutions, LLC
$1.3BAssets managed
796Clients
58Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4997666
- Firm CRD
- 285967