XYPN encourages prospective clients of advisors listed in the Directory to independently evaluate such advisors based on additional criteria deemed appropriate. Due to the annual membership fees received from advisors, XYPN has a conflict of interest and a financial incentive to only include advisors in the Directory from whom XYPN has received compensation.
Advisors appearing in the Directory each pay an annual membership fee to XYPN, which is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in the Directory. Justin Lueger has taken additional exams to become a Certified Financial Planner (CFP®). The existence and content of an advisor profile is not based on the actual experience of XYPN or any client with such advisor, and is solely based on an advisor’s conformance with XYPN’s standard membership eligibility requirements. Justin Lueger (CRD 6449233) is an Investment Advisor Representative working at Invisor in Seneca, KS and has over 7 years of experience in the finance industry. XY Planning Network LLC (“XYPN”) is not a current client of any advisors appearing in the Directory.
The advisor profiles made available through this find-an-advisor directory (the “Directory”) may be considered to be an endorsement of such advisors as the term “endorsement” is defined in Rule 206(4)-1 of the Investment Advisers Act of 1940 (the “Marketing Rule”).
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