John P. Anderson
CYPRESS WEALTH MANAGEMENT
Germantown, TN 38138
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CRD#: 5822401
Professional summary
John Patrick Anderson, AIF®, CFP® is a registered financial advisor currently at CYPRESS WEALTH MANAGEMENT, LLC located in Germantown, Tennessee.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. John has worked at 2 firms and has passed the Series 65 exam.
Biography
While still in college, John and his wife Tracy knew making wise financial decisions and planning for the future were important. Starting early in life, they unknowingly entrusted their financial future to those whose primary goal was the sale of financial products. After years of wasted time, the results were less than desirable. Knowing there had to be a better way; John went in search of the answer.
Taking what he calls “The Journey”, John discovered how stewardship, financial planning, investing, and relationships are truly interconnected. He uncovered the philosophies and methods that work together to actually help people succeed financially. His discoveries lead him to ask “Why isn’t everyone doing it like this?”
Passionate about spreading the word and making a difference, John left the IT industry and became a fee-only financial planner. He began by helping others with retirement planning. Later, John served as the Director of Portfolio Management for a multi-family office where he advised clients with assets ranging from $1 million to over $40 million. Following his heart and his beliefs, John founded Cypress Wealth Management where his focus is on comprehensive financial planning and stewardship of our God given resources.
John is a CERTIFIED FINANCIAL PLANNER™ practitioner and an Accredited Investment Fiduciary® (AIF®). He is a member of the National Association of Financial Advisors (NAPFA) and is a NAPFA-Registered Financial Advisor.
He and his wife Tracy have two children and they enjoy living their true wealth, spending time together as a family.
Question & Answer
What are your service offerings?
Small Business Planning
Tax Planning
Business Succession Planning
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
Alternative or Private Investm...
Baby Boomers
Business Owners
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Corporate Executives
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view John Patrick Anderson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
July 3, 2013 - Present
CYPRESS WEALTH MANAGEMENT, LLC
Office #1: 2171 Judicial Drive, Ste. 114, Germantown, TN 38138RIA
CRD#: 154177
Germantown, TN
Past
August 13, 2012 - April 29, 2013
CENTURY WEALTH MANAGEMENT, LLC
RIA
CRD#: 113769
MEMPHIS, TN
Past
October 1, 2010 - December 21, 2012
CYPRESS WEALTH MANAGEMENT, LLC
RIA
CRD#: 154177
CORDOVA, TN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Tennessee(7/3/2013)
Current Firm
CYPRESS WEALTH MANAGEMENT, LLC
CYPRESS WEALTH MANAGEMENT, LLC
CRD#: 154177 / SEC#:
Minnesota
Registered Investment Advisory firm - (3/28/2023 Terminated)Tennessee
Registered Investment Advisory firm - (7/3/2013 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2171 Judicial Drive, Ste. 114, Germantown, TN 38138
Mailing Address
Phone number
(901) 292-3596
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 201 |
| AUM (Assets Under Management) | $ 64,502,375 |
Red Flags
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Company Information
CYPRESS WEALTH MANAGEMENT, LLC
CRD#: 154177Germantown, TN 38138TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
