James Michael Housler
Investment adviser representative at Cypress Capital Wealth Management LLC
12 yearsExperience
1 stateRegistered in
$330.2MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Cypress Capital Wealth Management, LLCMar 2021 to now
- Palatine Hill Wealth Management, LLCSep 2019 to Mar 2021
- Advisory Services Network, LLCMar 2017 to Sep 2019
- Stratos Wealth AdvisorsJan 2017 to Mar 2017
- Telemus Capital LLCFeb 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MI).
Cypress Capital Wealth Management LLC
Legal name: Cypress Capital Wealth Management, LLC
$330.2MAssets managed
106Clients
2Advisers
3 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
- 6125474
- Firm CRD
- 312340