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Elizabeth Smith Housler

CYPRESS CAPITAL WEALTH MANAGEMENT, LLC·ANN ARBOR, Michigan
Clean recordCYPRESS CAPITAL WEALTH MANAGEMENT, LLC
3040 LOHR ROAD, ANN ARBOR, MI 48108CRD# 5361389Firm CRD# 312340

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Smith Housler · ANN ARBOR, MI
Registration
CRD #5361389 · CYPRESS CAPITAL WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Elizabeth Smith Housler is a registered financial advisor based in ANN ARBOR, Michigan, affiliated with CYPRESS CAPITAL WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
CYPRESS CAPITAL WEALTH MANAGEMENT, LLC
CYPRESS CAPITAL WEALTH MANAGEMENT LLC
AUM
$149M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CYPRESS CAPITAL WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5361389
Firm CRD# 312340
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elizabeth Smith Housler offer?
Elizabeth Smith Housler specializes in Investment Management, Wealth Management. Contact their office in ANN ARBOR, Michigan for a consultation.
What are Elizabeth Smith Housler's credentials?
Elizabeth Smith Housler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Smith Housler located?
Elizabeth Smith Housler is based in ANN ARBOR, Michigan, working with CYPRESS CAPITAL WEALTH MANAGEMENT, LLC. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.
How does Elizabeth Smith Housler charge for services?
Elizabeth Smith Housler's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CYPRESS CAPITAL WEALTH MANAGEMENT, LLC?
CYPRESS CAPITAL WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $149M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CYPRESS CAPITAL WEALTH MANAGEMENT, LLC

James Michael Housler
ANN ARBOR, MI

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Research
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