Cypress Wealth Services LLC

CYPRESS WEALTH SERVICES, LLC, a California Limited Liability Company, has 15 employees, all of whom serve in advisory roles. With SEC approval since July 17, 2017, the firm serves two clients with professionalism and expertise in the field of financial services.

• CHRISTIAN BRAD RISENMAY

  PARTNER & SENIOR FINANCIAL ADVISOR owns less than 5%

• CLARK STEVEN PENNEY

  PARTNER & SENIOR FINANCIAL ADVISOR owns less than 5%

• CYPRESS GROUP INVESTMENTS, INC.

  MANAGING MEMBER owns more than 10% but less than 25%

• CYPRESS GROUP WEALTH ADVISORS, INC.

  MANAGING MEMBER owns more than 10% but less than 25%

• CYPRESS WEALTH MANAGEMENT, INC.

  MANAGING MEMBER owns more than 10% but less than 25%

• DAVID REEDER THATCHER

  PARTNER & SENIOR FINANCIAL ADVISOR owns less than 5%

• LIBERTY INCORPORATED

  MANAGING MEMBER owns more than 10% but less than 25%

• MARC EDELMAN KOVEN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• MARK WILLIAM THATCHER

  PARTNER & SENIOR FINANCIAL ADVISOR owns less than 5%

• RISENMAY, INC.

  MANAGING MEMBER owns more than 10% but less than 25%

• SECOND GROWTH FINANCIAL

  MANAGING MEMBER owns more than 10% but less than 25%

• SHATTUCK FRANKLIN LAMM

  PARTNER & SENIOR FINANCIAL ADVISOR owns less than 5%

• STEPHEN ROSS BIESINGER

  PARTNER & SENIOR FINANCIAL ADVISOR owns less than 5%

• CHRISTIAN BRAD RISENMAY

  MANAGING MEMBER owns 75% or more

• CLARK STEVEN PENNEY

  MANAGING MEMBER owns 75% or more

• DAVID REEDER THATCHER

  MANAGING MEMBER owns 75% or more

• MARK WILLIAM THATCHER

  MANAGING MEMBER owns 75% or more

• SHATTUCK FRANKLIN LAMM

  MANAGING MEMBER owns 75% or more

• STEPHEN ROSS BIESINGER

  MANAGING MEMBER owns 75% or more

• FLC Capital Advisors
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• Cypress Wealth Services, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
• Cypress Wealth Services, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
• Cypress Wealth Services, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

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