David Liegakos
Advisor at XYPN Invest
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Based on XYPN Invest
Financial planning
Portfolio management
Educational seminars or workshops
Location
24 E. Main Street
Bozeman, MT 59715
Most active in
David L has reported serving >5 clients in these states in the last 12 months.
Montana
Work history
XYPN Invest
2025 - Present (1 year)
Intrepid Solutions LLC
2025 - Present (1 year)
Horizon Business Solutions LLC
2024 - Present (2 years)
Intrepid Financial Services LLC
2024 - Present (2 years)
Cetera
2024 - 2024 (1 year)
Cetera Advisor Networks Llc
2024 - 2024 (1 year)
Cetera Advisor Networks Llc
2023 - 2024 (1 year)
Stonefly Financial
2023 - 2024 (1 year)
Pure Air Solutions
2017 - 2024 (7 years)
Damage Control
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Gary W
Series 65
Bozeman, MT
Watson House Investment Management, LLC
Christopher N
Series 63, Series 66
Bozeman, MT
Solid Rock Wealth Management
Frederick M
CFA®, Series 65
Bozeman, MT
Group W Investment Management LLC
Brenda D
Series 63, Series 65
Bozeman, MT
Montana Investment Advisors Inc
Timothy R
CFA®
Bozeman, MT
Arkell Asset Management, LLC
Virginia A
Series 63, Series 65
Bozemand, MT
Yellowstone Investment Planners, Inc.
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