Chris Brown
Investment adviser representative at Xypn Sapphire
16 yearsExperience
2 statesRegistered 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
16 years in the industry.
- Xypn SapphireJan 2025 to now
- Xypn InvestJan 2025 to now
- Birdie Retirement Planning, LLCMar 2023 to now
- Western Kentucky UniversityAug 2010 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
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
- 7732688
- Firm CRD
- 285967