Derek
Merkler
Xypn Invest
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About this Advisor
Derek Merkler is a financial advisor based in Georgetown, Kentucky, working with Xypn Invest. Derek has previously held positions at Us Army, Parsonex Advisory Services, Inc, Borg Warner, Trophy Point Financial Planning LLC, Greenheck Group, Xypn Invest, Nectarine, and Trophy Point Financial Planning, LLC. Derek has passed the Series 65 regulatory exam and is registered to provide services in Kentucky. Currently, Derek is part of Xypn Invest, which operates out of Georgetown, Kentucky. The firm has 26 offices and 29 employees. Xypn Invest manages assets totaling $321.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Xypn Invest includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Xypn Invest Brokerage Details
$321,042,677
29
2,539
$126,445
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Derek Merkler Work History
Nectarine
Trophy Point Financial Planning, LLC
Xypn Invest
Greenheck Group
Trophy Point Financial Planning LLC
Borg Warner
Parsonex Advisory Services, Inc
Us Army
Disclosures
Please visit the SEC profile of Derek Merkler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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