James Housler (CRD# 6125474) is an Investment Advisor Representative working at Cypress Capital Wealth Management LLC in Ann Arbor, MI and has over 11 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 6080268
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Cypress Capital Wealth Management, LLC | Ann Arbor, MI | Mar 2021 - Current | 3 |
Palatine Hill Wealth Management, LLC | Ann Arbor, MI | Sep 2019 - Mar 2021 | 1 |
Advisory Services Network, LLC | Atlanta, GA | Mar 2017 - Sep 2019 | 2 |
Stratos Wealth Advisors | Ann Arbor, MI | Jan 2017 - Mar 2017 | < 1 |
Telemus Capital LLC | Ann Arbor, MI | Feb 2014 - Jan 2017 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2012 |
S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
- MI
-
Total Assets Under Management149MILLIONS
-
Total Number of Accounts27ACCOUNTS
-
Average Account Value$5,535,899
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
MI
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