Kristin Fuller, financial advisor Sheridan WY
89 score

Kristin Fuller

CRD Number: 6138571
Current Firm: Cypress Capital Management, LLC

Kristin Fuller (CRD# 6138571) is an Investment Advisor Representative working at Cypress Capital Management, LLC in Sheridan, WY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cypress Capital Management, LLC Sheridan, WY Feb 2011 - Current 5
Us Bank Greeley, CO Jan 2010 - Dec 2010 < 1
Coyote's Southwestern Grill Greeley, CO Nov 2009 - Jun 2010 < 1
Java Moon Sheridan, WY Jul 2009 - Nov 2009 < 1
Suntrust Bank Nashville, TN Sep 2007 - Jun 2009 1
Skywest Airlines Nashville, TN Apr 2007 - Sep 2007 < 1
First Security Bank Bozeman, MT Aug 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Kristin L. Fuller
Phone Number: 307-674-1770
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    101
    MILLIONS
  • Total Number of Accounts
    304
    ACCOUNTS
  • Average Account Value
    $333,350
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CO, ID, MT, TX

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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