James Michael Housler

Employer firm

Cypress Capital Wealth Management LLC CRD 312340

$330M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 01/2017
  Telemus Capital Llc
  Ann Arbor, MI
• 01/2017 → 03/2017
  Stratos Wealth Advisors
  Ann Arbor, MI
• 03/2017 → 09/2019
  Advisory Services Network, Llc
  Atlanta, GA
• 09/2019 → 03/2021
  Palatine Hill Wealth Management, Llc
  Ann Arbor, MI
• 03/2021 → Present
  Cypress Capital Wealth Management, Llc
  Ann Arbor, MI

Previous Registrations

• 2019-10-01 → 2021-01-11
  Palatine Hill Wealth Management
  Ann Arbor, MI
  Birmingham, MI
  Birmingham, MI
• 2017-03-23 → 2019-10-09
  Advisory Services Network
  Ann Arbor, MI
  Atlanta, GA
• 2017-02-01 → 2017-03-20
  Stratos Wealth Advisors Llc
  Ann Arbor, MI
• 2014-11-21 → 2017-03-02
  Telemus Capital, Llc
  Southfield, MI
  Ann Arbor, MI

Other Businesses

(1) 1/2023, Great Escapes I, LLC, 339 E. Liberty Street, Ann Arbor, MI 48104. Property Manager, not investment related, 0 hour per month. (2) 10/2020, H3 Investment Company, LLC, 1593 S Crooked Lake, Kalamazoo, MI 49009. Personal Investor. Not investment related. 0 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-10
• S63 Uniform Securities Agent State Law Examination
  2012-12-12

Other Names

• James Housler