Kristin Herbst
Cypress Capital Management · Sheridan, Wyoming
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.
Request an introduction to Kristin →
Specialties
Facts
| Firm | Cypress Capital Management |
|---|---|
| Based in | Sheridan, Wyoming |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $121.7M across 373 accounts |
| SEC registration | Investment adviser representative in MT, TX, WY · CRD 6138571 |
| Exams passed | Series 65 (2013) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.cypresscapitalmanagement.com |
Request an introduction to Kristin
Tell Kristin a little about what you're looking for. Kristin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kristin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Cypress Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.