# XY Planning Network, Inc. — Form D

XY Planning Network, Inc. of BOZEMAN, MT, a company, filed a Form D exempt-offering notice with the SEC on 2024-06-21. The offering totals $2.3M, of which $2.3M was reported sold. Industry: Business Services.

## Offering

- Filed: 2024-06-21
- Form: D
- Accession: 0001873438-24-000002
- Industry: Business Services
- Exemptions: 06b
- Total offering: $2.3M
- Amount sold: $2.3M
- Remaining: $46K
- Investors: 1
- Date of first sale: 2024-06-06
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-516563

## Issuer

- Name: XY Planning Network, Inc.
- CIK: 0001873438
- Entity type: Corporation
- Jurisdiction: MONTANA
- Incorporated: 2020
- Address: 24 E MAIN ST, BOZEMAN, MT, 59715
- Phone: 406-413-9200

## Officers, directors & promoters (10)

| Name | Role | Location |
| --- | --- | --- |
| Michael Ernest Kitces | Director | Bozeman, MT |
| Robert Alan Moore | Director | Bozeman, MT |
| Vincent Ernest Hockett | Executive Officer | Bozeman, MT |
| Michael Ernest Kitces | Executive Officer | Bozeman, MT |
| Robert Alan Moore | Executive Officer | Bozeman, MT |
| Vincent Ernest Hockett | Promoter | Bozeman, MT |
| Michael Ernest Kitces | Promoter | Bozeman, MT |
| Robert Alan Moore | Promoter | Bozeman, MT |
| Stephanie Ernest Foster | Executive Officer | Bozeman, MT |
| Ryan Ernest Watin | Executive Officer | Bozeman, MT |

## Other filings by this issuer (1)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2021-07-23](https://search.stillhousedata.com/formd/0001873438-21-000001) | D | $800K | $600K |

## More

- [CIK 1873438 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1873438&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001873438-24-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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