David Armbruster has been an investment adviser representative at Cypress Financial Planning since April 2019, and is not listed among the firm’s executive officers or direct owners.
Cypress Financial Planning, LLC is a Haddon Heights, NJ firm with $490M under management, 432 clients and 6 advisers across 4 offices, as of its July 2026 filing.
- Cypress Financial PlanningCurrent– present · 7 yearsHaddon Heights, NJ · Adviser representative · Firm CRD 151014
Investment adviser representative registrations
David Armbruster is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from April 2019; the most recent is Texas, in June 2022.
- New JerseySince 1 April 2019
- TexasResidentSince 20 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 March 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- David Allen Armbruster
- CRD
- 6941453
- Firm
- Cypress Financial Planning · CRD 151014
- Office
- 400 WHITE HORSE PIKE, Haddon Heights, NJ 08035
- Registration
- Investment adviser registration
- In the industry since
- March 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does David Armbruster work?
David Armbruster is an investment adviser representative registered through Cypress Financial Planning, LLC since April 2019, and is not listed among the firm’s executive officers or direct owners.
Is David Armbruster a financial advisor?
Yes. David Armbruster has a current investment-adviser registration in New Jersey and Texas, through Cypress Financial Planning since April 2019.
How many years of experience does David Armbruster have?
David Armbruster has 7 years in the financial industry, since March 2019, across 1 adviser firm.
What exams has David Armbruster passed?
David Armbruster passed the Series 65 in March 2019.
Where is David Armbruster based?
David Armbruster’s registered office is in Haddon Heights, NJ.
Is David Armbruster registered with FINRA?
No. David Armbruster has no current broker registration.
How can I verify David Armbruster’s record?
Search CRD 6941453 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Armbruster’s full registration record.
