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Kristin Louise Herbst

CYPRESS CAPITAL MANAGEMENT, LLC·SHERIDAN, Wyoming
Series 65Clean record12 years registeredCYPRESS CAPITAL MANAGEMENT, LLC
312 WHITNEY LANE SUITE 1A, SHERIDAN, WY 82801CRD# 6138571Firm CRD# 130401

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kristin Louise Herbst · SHERIDAN, WY
Registration
CRD #6138571 · CYPRESS CAPITAL MANAGEMENT, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

CYPRESS CAPITAL MANAGEMENT, LLC
Nov 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 4, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CYPRESS CAPITAL MANAGEMENT, LLC
CRD 130401 · SEC 801-62811
AUM
$108M
Regulatory assets under management
Employees
4
364 client accounts
Services offered by CYPRESS CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CYPRESS CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Kristin Louise Herbst offer?
Kristin Louise Herbst specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHERIDAN, Wyoming for a consultation.
What are Kristin Louise Herbst's credentials?
Kristin Louise Herbst is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristin Louise Herbst located?
Kristin Louise Herbst is based in SHERIDAN, Wyoming, working with CYPRESS CAPITAL MANAGEMENT, LLC. Their office serves clients in the SHERIDAN metropolitan area and surrounding communities.
How does Kristin Louise Herbst charge for services?
Kristin Louise Herbst's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CYPRESS CAPITAL MANAGEMENT, LLC?
CYPRESS CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $108M 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 MANAGEMENT, LLC

Matthew Mcgregor Ebzery
SHERIDAN, WY
William Bernard Ebzery
SHERIDAN, WY

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