Kevin M. Kennedy
XYPN INVEST | Financial Consultant
Greensboro, NC 27405
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CRD#: 6569524
Professional summary
Kevin Michael Kennedy, CFP®, who also goes by Kevin Michael Kennedy, is a registered financial advisor currently at XYPN INVEST located in Greensboro, North Carolina.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kevin has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 9 and Series 10 exams.
Biography
As a Financial Consultant, my primary goal is to ensure I have a deep understanding of my clients needs, wants and family dynamics. With that knowledge, we will be able to construct a plan that will give you the best chance of success in all market conditions.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kevin Michael Kennedy
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-61167|OrgNmn:184 Blessed Way LLC|Org Addr:Greensboro,North Caro,US|OBA Nature:Short Term rental on vacation |Invst Rel:Y|Title:Owner|Duties:Owner of the property|StrtDt:07-02-2021|TotHrs/mon:3|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Michael Kennedy's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
Florida Gulf Coast University
Bachelor of Management - Sports Management
2013
Experience
Current
September 5, 2025 - Present
XYPN INVEST
Office #1: 408 State Street, Greensboro, NC 27405RIA
CRD#: 285967
Greensboro, NC
Past
March 31, 2025 - October 15, 2025
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GREENSBORO, NC
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NAPLES, FL
Past
March 9, 2018 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NAPLES, FL
Past
December 23, 2015 - October 15, 2025
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
GREENSBORO, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
XI
XYPN INVEST
ADELPHI LLC | XYPN SAPPHIRE | XYPN INVEST | XYIS | XY INVESTMENT SOLUTIONS, LLC | WINDJAMMER WEALTH | WEALTHPEACE | WEALTH MANAGEMENT OF ALABAMA | VITA WEALTH MANAGEMENT | VERBATIM FINANCIAL | TURNING POINT FINANCIAL LIFE PLANNING | TROPHY POINT FINANCIAL PLANNING | TENERE WEALTH ADVISORS | TEN RING WEALTH ADVISORS | STRINGER ASSET MANAGEMENT, LLC | SCHOLAR FINANCIAL | REFRESH WEALTH | QUIET WEALTH | PURPOSEFUL MONEY | ONYX FINANCIAL | NEWLEAF FINANCIAL GUIDANCE | MOMENTOUS WEALTH ADVISORS | MERION PERSONAL FINANCE | LIGHTHOUSE PLANNING | J.B. WEALTH STRATEGIES | INTREPID FINANCIAL SERVICES | HUNDRED FINANCIAL PLANNING | EVIDENTIA WEALTH ADVISORS | ELATION WEALTH, LLC | DISCOVERY WEALTH MANAGEMENT | DELTA LAKE WEALTH MANAGEMENT LLC | CONLEY CAPITAL MANAGEMENT | CLEAR SKIES PLANNING & WEALTH STRATEGIES, INC | CLEAR SKIES PLANNING | CHARLES MICHAEL FINANCIAL | CAROLINA WEALTH PLANNERS | BIRDIE RETIREMENT PLANNING | BEECHMONT FINANCIAL | ARDENT GUARDIAN WEALTH ADVISORY | ADELPHI WEALTH ADVISORY
CRD#: 285967 / SEC#: 801-118916
RIA
Registered Investment Advisory firm - (6/12/2020 Approved)Connecticut
Registered Investment Advisory firm - (6/23/2020 Terminated)Illinois
Registered Investment Advisory firm - (6/19/2020 Terminated)Montana
Registered Investment Advisory firm - (6/19/2020 Terminated)North Carolina
Registered Investment Advisory firm - (6/22/2020 Terminated)Texas
Registered Investment Advisory firm - (6/19/2020 Terminated)Virginia
Registered Investment Advisory firm - (6/26/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(9/5/2025)
IAR
Texas(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
XI
XYPN INVEST
ADELPHI LLC | XYPN SAPPHIRE | XYPN INVEST | XYIS | XY INVESTMENT SOLUTIONS, LLC | WINDJAMMER WEALTH | WEALTHPEACE | WEALTH MANAGEMENT OF ALABAMA | VITA WEALTH MANAGEMENT | VERBATIM FINANCIAL | TURNING POINT FINANCIAL LIFE PLANNING | TROPHY POINT FINANCIAL PLANNING | TENERE WEALTH ADVISORS | TEN RING WEALTH ADVISORS | STRINGER ASSET MANAGEMENT, LLC | SCHOLAR FINANCIAL | REFRESH WEALTH | QUIET WEALTH | PURPOSEFUL MONEY | ONYX FINANCIAL | NEWLEAF FINANCIAL GUIDANCE | MOMENTOUS WEALTH ADVISORS | MERION PERSONAL FINANCE | LIGHTHOUSE PLANNING | J.B. WEALTH STRATEGIES | INTREPID FINANCIAL SERVICES | HUNDRED FINANCIAL PLANNING | EVIDENTIA WEALTH ADVISORS | ELATION WEALTH, LLC | DISCOVERY WEALTH MANAGEMENT | DELTA LAKE WEALTH MANAGEMENT LLC | CONLEY CAPITAL MANAGEMENT | CLEAR SKIES PLANNING & WEALTH STRATEGIES, INC | CLEAR SKIES PLANNING | CHARLES MICHAEL FINANCIAL | CAROLINA WEALTH PLANNERS | BIRDIE RETIREMENT PLANNING | BEECHMONT FINANCIAL | ARDENT GUARDIAN WEALTH ADVISORY | ADELPHI WEALTH ADVISORY
CRD#: 285967 / SEC#: 801-118916
RIA
Registered Investment Advisory firm - (6/12/2020 Approved)Connecticut
Registered Investment Advisory firm - (6/23/2020 Terminated)Illinois
Registered Investment Advisory firm - (6/19/2020 Terminated)Montana
Registered Investment Advisory firm - (6/19/2020 Terminated)North Carolina
Registered Investment Advisory firm - (6/22/2020 Terminated)Texas
Registered Investment Advisory firm - (6/19/2020 Terminated)Virginia
Registered Investment Advisory firm - (6/26/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
24 E. Main Street, Bozeman, MT 59715
Mailing Address
Phone number
(360) 301-7579
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,539 |
| AUM (Assets Under Management) | $ 321,042,677 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
XYPN INVEST
Financial ConsultantCRD#: 285967Greensboro, NC 27405TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
