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Kristin Louise Herbst

Investment adviser representative at Cypress Capital Management, LLC
15 yearsExperience
3 statesRegistered in
$121.7MFirm assets
22 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

15 years in the industry.

  1. Cypress Capital Management, LLCFeb 2011 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 3 states (MT, TX, WY).

Cypress Capital Management, LLC

$121.7MAssets managed
196Clients
2Advisers
22 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
6138571
Firm CRD
130401
Advisor's SEC record (opens in a new tab)
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