Kristin Herbst, financial advisor Sheridan WY

Kristin Herbst

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

Kristin Herbst (CRD# 6138571) is an Investment Advisor Representative working at Cypress Capital Management, LLC in Sheridan, WY and has over 10 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 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Kristin L. Herbst
Phone Number: 307-674-1770
Registered State(s):
  • MT
  • WY
By the Numbers
  • Total Assets Under Management
    108
    MILLIONS
  • Total Number of Accounts
    364
    ACCOUNTS
  • Average Account Value
    $296,145
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

AZ, CO, ID, LA, MD, MT, NE, TX, WY

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