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KH

Kristin L. Herbst

CYPRESS CAPITAL MANAGEMENT
Sheridan, WY 82801
Some features on this profile are disabled
CRD#: 6138571
KH

Professional summary

Kristin Louise Herbst, who also goes by Kristin Louise Fuller, Kristin Luise Fuller, is a registered financial advisor currently at CYPRESS CAPITAL MANAGEMENT, LLC located in Sheridan, Wyoming.

Kristin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kristin has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kristin Louise Fuller | Kristin Luise Fuller

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristin Louise Herbst'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

November 4, 2013 - Present

CYPRESS CAPITAL MANAGEMENT, LLC

Office #1: 312 Whitney Lane Suite 1a, Sheridan, WY 82801
RIA
CRD#: 130401
Sheridan, WY

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".
CC
CYPRESS CAPITAL MANAGEMENT, LLC
CYPRESS CAPITAL MANAGEMENT, LLC | WILLIAM BERNARD EBZERY

CRD#: 130401 / SEC#: 801-62811

RIA
Registered Investment Advisory firm - (2/20/2004 Approved)

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
Montana
(11/4/2013)
IAR
Texas
(6/10/2024)
IAR
Wyoming
(2/25/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/1/2013
Uniform Investment Adviser Law Examination

Current Firm

CC
CYPRESS CAPITAL MANAGEMENT, LLC
CYPRESS CAPITAL MANAGEMENT, LLC | WILLIAM BERNARD EBZERY

CRD#: 130401 / SEC#: 801-62811

RIA
Registered Investment Advisory firm - (2/20/2004 Approved)
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Contact information

Main Address
312 Whitney Lane Suite 1a, Sheridan, WY 82801
Mailing Address
Po Box J, Sheridan, WY 82801
Phone number
(307) 674-1770
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2A BROCHURE (2/6/2025)

Regulatory assets under management

Total Number of Accounts366
AUM (Assets Under Management)$ 102,390,864

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.

Company Information

CYPRESS CAPITAL MANAGEMENT, LLC

CRD#: 130401Sheridan, WY 82801

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