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David Allen Armbruster

Cypress Financial Planning

Haddon Heights, NJ

CRD 6941453

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Employer firm

Cypress Financial Planning CRD 151014

$490M regulatory AUM 53 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Cypress Financial Planning

400 White Horse Pike, Haddon Heights, NJ 08035 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-06-20
NJ RA APPROVED 2019-04-01
  • TX RA
    APPROVED_RES
    Since 2022-06-20
  • NJ RA
    APPROVED
    Since 2019-04-01

Branch Locations

400 White Horse Pike, Haddon Heights, NJ 08035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
William Paterson University Of New Jersey Wayne NJ 06/2014 06/2018
Cypress Financial Planning Haddon Heights NJ 06/2018 Present
  • 06/2014 → 06/2018
    William Paterson University Of New Jersey
    Wayne, NJ
  • 06/2018 → Present
    Cypress Financial Planning
    Haddon Heights, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-26
  • S65 Uniform Investment Adviser Law Examination
    2019-03-26
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

WEBB FINANCIAL PLANNING LLC
CETERA INVESTMENT ADVISERS LLC
BELPOINTE ASSET MANAGEMENT LLC

Nearby Investors

THOMAS PATRICK DEVINE
JEFFREY RUSSELL JONES
KURT HERMAN RUOFF

Nearby Offices

WEBB FINANCIAL PLANNING LLC · HADDON HEIGHTS, NJ
CETERA INVESTMENT ADVISERS LLC · Haddon Heights, NJ
BELPOINTE ASSET MANAGEMENT LLC · HADDON HEIGHTS, NJ

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