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Kevin Michael Flint

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.

  1. Xypn SapphireJan 2026 to now
  2. James Madison UniversityJan 2019 to now
  3. Bank of the JamesApr 2025 to Jan 2026
  4. Osaic Institutions, Inc.Apr 2025 to Jan 2026
  5. LPL FinancialMar 2025 to Apr 2025
  6. Commonwealth Financial NetworkJan 2021 to Feb 2025
  7. Hess FinancialJan 2021 to Feb 2025
  8. Truist BankFeb 2012 to Dec 2020

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (VA).

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
7330652
Firm CRD
285967
Advisor's SEC record (opens in a new tab)
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