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CYPRESS WEALTH SERVICES, LLC
CYPRESS WEALTH SERVICES, LLC
PALM DESERT, California
·
7 registered advisors
·
CRD# 288992
SEC# 801-110836
1
(760) 834-7250
01
Firm Overview
AUM
$821M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CYPRESS WEALTH SERVICES, LLC
7 registered advisors
Christian Brad Risenmay
PALM DESERT, California
CRD# 4534437
Clark Steven Penney
PALM DESERT, California
CRD# 5539813
David Reeder Thatcher
PALM DESERT, California
CRD# 5518858
Marc Edelman Koven
PALM DESERT, California
CRD# 4916658
Mark William Thatcher
PALM DESERT, California
CRD# 4470726
Shattuck Franklin Lamm
PALM DESERT, California
CRD# 4281570
Stephen Ross Biesinger
PALM DESERT, California
CRD# 4689955
05
Office Locations
PALM DESERT, California
7 advisors
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Data sourced from SEC Form ADV filings. CYPRESS WEALTH SERVICES, LLC (CRD# 288992) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.