James M. Housler

CYPRESS CAPITAL WEALTH MANAGEMENT LLC

ANN ARBOR, MI 48108

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CRD#: 6125474

Professional summary

James Michael Housler, who also goes by James Housler, is a registered financial advisor currently at CYPRESS CAPITAL WEALTH MANAGEMENT LLC located in Ann Arbor, Michigan.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. James has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James Housler

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.

(1) 1/2023, Great Escapes I, LLC, 339 E. Liberty Street, Ann Arbor, MI 48104. Property Manager, not investment related, 0 hour per month. (2) 10/2020, H3 Investment Company, LLC, 1593 S Crooked Lake, Kalamazoo, MI 49009. Personal Investor. Not investment related. 0 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Michael Housler's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 8, 2021 - Present

CYPRESS CAPITAL WEALTH MANAGEMENT LLC

Office #1: 3040 Lohr Road, Ann Arbor, MI 48108

RIA

CRD#: 312340

ANN ARBOR, MI

Past

October 1, 2019 - January 11, 2021

PALATINE HILL WEALTH MANAGEMENT

RIA

CRD#: 305619

ANN ARBOR, MI

Past

March 23, 2017 - October 9, 2019

ADVISORY SERVICES NETWORK

RIA

CRD#: 146051

Ann Arbor, MI

Past

February 1, 2017 - March 20, 2017

STRATOS WEALTH ADVISORS LLC

RIA

CRD#: 283816

ANN ARBOR, MI

Past

November 21, 2014 - March 2, 2017

TELEMUS CAPITAL, LLC

RIA

CRD#: 168794

ANN ARBOR, MI

Past

February 22, 2013 - February 20, 2014

J.P. MORGAN SECURITIES LLC

CRD#: 79

BIRMINGHAM, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CYPRESS CAPITAL WEALTH MANAGEMENT LLC

CYPRESS CAPITAL FAMILY OFFICE & WEALTH MANAGEMENT | CYPRESS CAPITAL WEALTH MANAGEMENT, LLC | CYPRESS CAPITAL WEALTH MANAGEMENT LLC | CYPRESS CAPITAL WEALTH MANAGEMENT | CYPRESS CAPITAL FAMILY OFFICE & WEALTH MANAGEMENT, LLC

CRD#: 312340 / SEC#: 801-128192

RIA

Registered Investment Advisory firm - (6/20/2023 Approved)

Michigan

Registered Investment Advisory firm - (12/12/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Michigan
(3/8/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/10/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/12/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/21/2013

General Securities Representative Examination

Current Firm

CYPRESS CAPITAL WEALTH MANAGEMENT LLC

CRD#: 312340 / SEC#: 801-128192

RIA

Registered Investment Advisory firm - (6/20/2023 Approved)

Michigan

Registered Investment Advisory firm - (12/12/2023 Terminated)

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Contact information

Main Address

3040 Lohr Road, Ann Arbor, MI 48108

Mailing Address

Phone number

(734) 228-0460

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2B BROCHURE SUPPLMENT (7/22/2025)

CYPRESS CAPITAL WEALTH MANAGEMENT, LLC PART 2A BROCHURE (7/22/2025)

Regulatory assets under management

Total Number of Accounts	116
AUM (Assets Under Management)	$ 234,581,290

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

James M. Housler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Michael Housler's CRS (Customer Relationship Summary).

Certified licenses

Experience

PALATINE HILL WEALTH MANAGEMENT

ADVISORY SERVICES NETWORK

STRATOS WEALTH ADVISORS LLC

TELEMUS CAPITAL, LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

CYPRESS CAPITAL WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/10/2014

Series 63

Date: 12/12/2012

Series 7

Date: 2/21/2013

Current Firm

CYPRESS CAPITAL WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CYPRESS CAPITAL WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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