# Kristin Herbst

> Kristin Herbst is a fee-only financial advisor at Cypress Capital Management in Sheridan, Wyoming. Kristin focuses on small business owners. Cypress Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kristin-herbst/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Cypress Capital Management
- **Based in:** Sheridan, Wyoming
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $121.7M across 373 accounts
- **Specialties:** Small business owners
- **CRD:** 6138571 (https://adviserinfo.sec.gov/individual/summary/6138571)
- **SEC registration:** Investment adviser representative in MT, TX, WY
- **Exams passed:** Series 65 (2013)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.cypresscapitalmanagement.com

## Frequently asked questions

### Is Kristin Herbst a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kristin holds no broker registration, and Cypress Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kristin charge for financial advice?

Kristin's firm, Cypress Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Kristin Herbst based?

Kristin Herbst is based in Sheridan, Wyoming.

### What does Kristin specialize in?

Kristin's specialties include small business owners.

### Is Kristin Herbst registered with the SEC?

Yes. Kristin Herbst is registered as an investment adviser representative in MT, TX and WY (CRD 6138571), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cypress Capital Management manage?

Cypress Capital Management reports $121.7M across 373 accounts in assets under management.

### How do I contact Kristin Herbst?

Through Kristin's website, www.cypresscapitalmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6138571): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.cypresscapitalmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.