Cypress Wealth Services LLC
Legal Name: CYPRESS WEALTH SERVICES, LLC
Full Contact Details
Other Info
Cypress Wealth Services LLC is legally known as CYPRESS WEALTH SERVICES, LLC. It is a CA Limited Liability Company. This firm has 15 employees, of which 15 are employees in advisory roles. It serves 2 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 17, 2017.
Direct Owners
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CHRISTIAN BRAD RISENMAY
PARTNER & SENIOR FINANCIAL ADVISOR owns less than 5%
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CLARK STEVEN PENNEY
PARTNER & SENIOR FINANCIAL ADVISOR owns less than 5%
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CYPRESS GROUP INVESTMENTS, INC.
MANAGING MEMBER owns more than 10% but less than 25%
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CYPRESS GROUP WEALTH ADVISORS, INC.
MANAGING MEMBER owns more than 10% but less than 25%
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CYPRESS WEALTH MANAGEMENT, INC.
MANAGING MEMBER owns more than 10% but less than 25%
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DAVID REEDER THATCHER
PARTNER & SENIOR FINANCIAL ADVISOR owns less than 5%
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LIBERTY INCORPORATED
MANAGING MEMBER owns more than 10% but less than 25%
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MARC EDELMAN KOVEN
CHIEF COMPLIANCE OFFICER owns less than 5%
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MARK WILLIAM THATCHER
PARTNER & SENIOR FINANCIAL ADVISOR owns less than 5%
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RISENMAY, INC.
MANAGING MEMBER owns more than 10% but less than 25%
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SECOND GROWTH FINANCIAL
MANAGING MEMBER owns more than 10% but less than 25%
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SHATTUCK FRANKLIN LAMM
PARTNER & SENIOR FINANCIAL ADVISOR owns less than 5%
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STEPHEN ROSS BIESINGER
PARTNER & SENIOR FINANCIAL ADVISOR owns less than 5%
Indirect Owners
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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
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