CYPRESS WEALTH SERVICES, LLC of PALM DESERT, CA is an SEC-registered investment adviser (CRD 288992). Regulatory assets under management: $1.3B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Christian Brad Risenmay | MANAGING MEMBER; PARTNER & SENIOR FINANCIAL ADVISOR | — |
| Marc Edelman Koven | CHIEF COMPLIANCE OFFICER | — |
| David Reeder Thatcher | MANAGING MEMBER; PARTNER & SENIOR FINANCIAL ADVISOR | — |
| Stephen Ross Biesinger | MANAGING MEMBER; PARTNER & SENIOR FINANCIAL ADVISOR | — |
| KOVEN MARC EDELMAN | CHIEF COMPLIANCE OFFICER | — |
| RISENMAY CHRISTIAN BRAD | MANAGING MEMBER; MANAGING MEMBER, VICE PRESIDENT & FINANCIAL ADVISOR; PARTNER & SENIOR FINANCIAL ADVISOR | — |
| THATCHER MARK WILLIAM | MANAGING MEMBER; PARTNER; PARTNER & SENIOR FINANCIAL ADVISOR | — |
| THATCHER DAVID REEDER | MANAGING MEMBER; MANAGING MEMBER, VICE PRESIDENT & FINANCIAL ADVISOR; PARTNER & SENIOR FINANCIAL ADVISOR | — |
| LAMM SHATTUCK FRANKLIN | MANAGING MEMBER; PARTNER; PARTNER & SENIOR FINANCIAL ADVISOR | — |
| BIESINGER STEPHEN ROSS | MANAGING MEMBER; MANAGING MEMBER, VICE PRESIDENT & FINANCIAL ADVISOR; PARTNER & SENIOR FINANCIAL ADVISOR | — |
| PENNEY CLARK STEVEN | MANAGING MEMBER; PARTNER & SENIOR FINANCIAL ADVISOR | — |
| THATCHER MARK W | MANAGING MEMBER, SENIOR VICE PRESIDENT & FINANCIAL ADVISOR | — |
| LAMM SHATTUCK F | MANAGING MEMBER, SENIOR VICE PRESIDENT & FINANCIAL ADVISOR | — |
| City | State | Employees | Phone |
|---|---|---|---|
| ANCHORAGE | AK | 1 | (760) 834-7250 |
| ANCHORAGE | AK | 1 | (760) 834-7250 |