Jordan Evans-Kaplan

Data Analyst at XY Planning Network - Bozeman, MT, US

Jordan Evans-Kaplan's Colleagues at XY Planning Network

Eli Rickert

Business Development Specialist

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Becca Huyard

Lead Accountant Specialist

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Brandon Moss

Director | Xy Investment Solutions

Contact Brandon Moss

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Jordan Evans-Kaplan's Contact Details

Email (Verified)
***@xyplanningnetwork.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
N/A

Location
Bozeman, Montana, United States

Company
XY Planning Network

Jordan Evans-Kaplan's Company 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

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Frequently Asked Questions about Jordan Evans-Kaplan

Jordan Evans-Kaplan currently works for XY Planning Network.

Jordan Evans-Kaplan's role at XY Planning Network is Data Analyst.

Jordan Evans-Kaplan's email address is ***@xyplanningnetwork.com. To view Jordan Evans-Kaplan's full email address, please signup to ConnectPlex.

Jordan Evans-Kaplan works in the Financial Services industry.

Jordan Evans-Kaplan's colleagues at XY Planning Network are Eli Rickert, Shelley Laakso, Kaitlin Angel, Becca Huyard, Nicole McCown, Andrew Lippert, Brandon Moss and others.

Jordan Evans-Kaplan's phone number is N/A