Kristin Herbst has been Advisor of Cypress Capital Management since February 2012, is not listed as a control person, but directly owns between 5% and 10% of the firm. Kristin Herbst holds a Bachelor of Science in Business Administration from the University of Wyoming.
Cypress Capital Management, LLC is a Sheridan, WY firm with $122M under management, 196 clients and 2 advisers in one office, as of its March 2026 filing.
Kristin L. Herbst is Investment Advisor and Relationship Manager of Cypress Capital Management, based in Sheridan, Wyoming. She began her finance career at SunTrust Bank in Nashville, Tennessee as a Client Specialist in Wealth Management. She joined Cypress Capital Management in 2011 and became a licensed Investment Advisor in 2014.
- – present · 12 yearsSheridan, WY · Adviser representative · Firm CRD 130401
Investment adviser representative registrations
Kristin Herbst is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from November 2013; the most recent is Texas, in June 2024.
- MontanaSince 4 November 2013
- TexasResidentSince 10 June 2024
- WyomingSince 25 February 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 November 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kristin Louise Herbst
- CRD
- 6138571
- Firm
- Cypress Capital Management · CRD 130401
- Role
- Advisor
- Office
- 312 WHITNEY LANE SUITE 1A, Sheridan, WY 82801
- Registration
- Investment adviser registration
- In the industry since
- November 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cypresscapitalmanagement.com
Where does Kristin Herbst work?
Kristin Herbst has been Advisor of Cypress Capital Management, LLC since February 2012.
Is Kristin Herbst a financial advisor?
Yes. Kristin Herbst has a current investment-adviser registration in Montana, Texas and Wyoming, through Cypress Capital Management since November 2013.
How many years of experience does Kristin Herbst have?
Kristin Herbst has 12 years in the financial industry, since November 2013, across 1 adviser firm.
What exams has Kristin Herbst passed?
Kristin Herbst passed the Series 65 in November 2013.
Where is Kristin Herbst based?
Kristin Herbst’s registered office is in Sheridan, WY.
Is Kristin Herbst registered with FINRA?
No. Kristin Herbst has no current broker registration.
How can I verify Kristin Herbst’s record?
Search CRD 6138571 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kristin Herbst’s full registration record.
