Cypress Capital, LLC

Cypress Capital, LLC (CRD# 171266) is a financial advisory firm headquartered in Franklin, TN. They manage $400,994,432 in 1,554 accounts and serve the financial needs of clients across 24 states (or territories).

Current Firm Details
436 Main Street, Suite 205, Franklin, TN 37064
https://www.facebook.com/profile.php?id=100069337932056
By the Numbers
  • Total Assets Under Management
    401
    MILLION
  • Total Number of Accounts
    1,554
    ACCOUNTS
  • Average Account Value
    $258,040
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, CA, FL, GA, IL, IN, KS, LA, MD, MI, MS, NC, NH, NJ, NY, OH, OK, OR, PA, TN, TX, VA, WA

Financial Advisors at Cypress Capital, LLC
Showing 1 - 8 of 8 top financial advisors.
1
William Bevins, financial advisor Franklin TN
William R. Bevins
CRD#: 2638266
436 Main Street, Suite 205, Franklin, TN 37064
William Bevins (CRD# 2638266) is an Investment Advisor Representative working at Cypress Capital, LLC in Franklin, TN and has over 26 years of experience in the finance industry.
2
Michael Brooks, financial advisor Franklin TN
Michael P. Brooks
CRD#: 4143729
436 Main Street, Suite 205, Franklin, TN 37064

Michael Brooks (CRD# 4143729) is an Investment Advisor Representative working at Cypress Capital, LLC in Franklin, TN and has over 23 years of experience in the finance industry.

3
Mark Dodson, financial advisor Franklin TN
Mark T. Dodson
CRD#: 3173377
436 Main Street, Suite 205, Franklin, TN 37064

Mark Dodson (CRD# 3173377) is an Investment Advisor Representative working at Cypress Capital, LLC in Franklin, TN and has over 24 years of experience in the finance industry.

4
Jeffrey Hays, financial advisor Franklin TN
Jeffrey D. Hays
CRD#: 2247967
436 Main Street, Suite 205, Franklin, TN 37064

Jeffrey Hays (CRD# 2247967) is an Investment Advisor Representative working at Cypress Capital, LLC in Franklin, TN and has over 28 years of experience in the finance industry.

5
Keith Hays, financial advisor Franklin TN
Keith A. Hays
CRD#: 1418497
436 Main Street, Suite 205, Franklin, TN 37064

Keith Hays (CRD# 1418497) is an Investment Advisor Representative working at Cypress Capital, LLC in Franklin, TN and has over 29 years of experience in the finance industry.

6
Brett Luther, financial advisor Franklin TN
Brett L. Luther
CRD#: 5176894
436 Main Street, Suite 205, Franklin, TN 37064

Brett Luther (CRD# 5176894) is an Investment Advisor Representative working at Cypress Capital, LLC in Franklin, TN and has over 17 years of experience in the finance industry.

7
Leigh Luther, financial advisor Franklin TN
Leigh A. Luther
CRD#: 4365568
436 Main Street, Suite 205, Franklin, TN 37064

Leigh Luther (CRD# 4365568) is an Investment Advisor Representative working at Cypress Capital, LLC in Franklin, TN and has over 22 years of experience in the finance industry.

8
Robert Walker, financial advisor Franklin TN
Robert O. Walker
CRD#: 4714842
436 Main Street, Suite 205, Franklin, TN 37064

Robert Walker (CRD# 4714842) is an Investment Advisor Representative working at Cypress Capital, LLC in Franklin, TN and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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