David Reeder Thatcher
Investment adviser representative at Cypress Wealth Services, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm 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
Experience
12 years in the industry.
- M.S. Howells & CoMar 2021 to now
- Cypress Wealth Services, LLCJun 2017 to now
- Purshe Kaplan Sterling Investments, Inc.Apr 2014 to Mar 2021
- Integrated Wealth Management, Inc.Apr 2014 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cypress Wealth Services, LLC
$1.3BAssets managed
836Clients
14Advisers
9 yearsIn 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
- 5518858
- Firm CRD
- 288992