Advisor at Cypress Capital Wealth Management LLC
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Firm
Cypress Capital Wealth Management LLC
Location
Ann Arbor, MI 48108
Credentials
Series 63, Series 65
Industry experience
11 years
James Housler is a financial advisor at Cypress Capital Wealth Management LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Cypress Capital since 2021 and previously held positions at Palatine Hill Wealth Management, Advisory Services Network, Stratos Wealth Advisors, and Telemus Capital. Outside of his advisory role, he is a personal investor and property manager in non-investment-related ventures. Cypress Capital Wealth Management provides investment management and retirement-plan consulting to individuals, high-net-worth clients, trusts, foundations, and employer plans. The firm offers customized portfolios using fundamental and asset-allocation analysis, mutual funds, ETFs, alternative investments, and sub-advisers, and it manages assets through both discretionary and non-discretionary arrangements.
Based on Cypress Capital Wealth Management LLC
10% performance-based incentive fee on Net Profits for Spartan Long/Short strategy
3040 Lohr Road
Ann Arbor, MI 48108
Michigan
Cypress Capital Wealth Management, LLC
2021 - Present (5 years)
Palatine Hill Wealth Management, Llc
2019 - 2021 (2 years)
Advisory Services Network, LLC
2017 - 2019 (2 years)
Stratos Wealth Advisors
2017 - 2017 (1 year)
Telemus Capital Llc
2014 - 2017 (3 years)
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Other specialized services
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Series 63, Series 66
Ann Arbor, MI
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