Mary Kathryn Clark
Investment adviser representative at Cypress Capital
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$143.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Cypress CapitalMay 2025 to now
- Cycap Partners, LLC dba Cypress CapitalMay 2025 to now
- Independent Advisor Alliance, LLCApr 2019 to now
- LPL Financial, LLCOct 2016 to now
- Independent Financial PartnersOct 2016 to Apr 2019
- Barnes Capital GroupOct 2014 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Cypress Capital
Legal name: Cycap Partners, LLC
$143.2MAssets managed
281Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5404074
- Firm CRD
- 335347