Ira Slingsby

Compliance Specialist at XY Planning Network - Bozeman, MT, US

Ira Slingsby's Colleagues at XY Planning Network
BB Webb

Sales Coach

Contact BB Webb

Ryan Watin

Chief People Officer

Contact Ryan Watin

Kirsten Storm

Onboarding Specialist

Contact Kirsten Storm

Katrina Ivancic

Tax Manager

Contact Katrina Ivancic

Blake Mattfeldt

Tax Specialist

Contact Blake Mattfeldt

Chelsey Patera

Tax Specialist

Contact Chelsey Patera

Shelby Brown

Compliance Consultant

Contact Shelby Brown

View All Ira Slingsby's Colleagues
Ira Slingsby's Contact Details
Email (Verified)
***@xyplanningnetwork.com
Get Ira Slingsby's Email Address
Mobile Number
(XXX) XXX-XXXX
Get Ira Slingsby's Mobile Number
HQ
N/A
Location
Bozeman, Montana, United States
Company
XY Planning Network
Ira Slingsby's Company Details
XY Planning Network logo, XY Planning Network contact details

XY Planning Network

Bozeman, MT, US • 100 - 249 Employees
Financial Services

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients.Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that supports and encourages financial advisors who want to forge a new path in the industry. We offer comprehensive resources to help you run better and more successful business.Our mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients.Whether you're an established advisor already working with Gen X and Gen Y clients, or you're looking to start your own firm, XY Planning Network is here to help.

Fee Only Financial Planning Business Coaching B2C Financial Services Financial Advisory Services Membership Organizations Business Services fintech
Details about XY Planning Network
Frequently Asked Questions about Ira Slingsby
Ira Slingsby currently works for XY Planning Network.
Ira Slingsby's role at XY Planning Network is Compliance Specialist.
Ira Slingsby's email address is ***@xyplanningnetwork.com. To view Ira Slingsby's full email address, please signup to ConnectPlex.
Ira Slingsby works in the Financial Services industry.
Ira Slingsby's colleagues at XY Planning Network are BB Webb, Ryan Watin, Kirsten Storm, Katrina Ivancic, Blake Mattfeldt, Chelsey Patera, Shelby Brown and others.
Ira Slingsby's phone number is N/A
See more information about Ira Slingsby