Broker Check

Our Partnerships

Our Partnerships with Independent Financial Partner and LPL Financial:

Cypress Capital is supported by Independent Financial Partners (IFP) and LPL Financial in the effort to provide the best combination of services and programs to our clients.

Cypress Capital, IFP, and LPL are three separate and independent entities working together within a highly regulated framework. Our securities services are offered through LPL Financial, member FINRA/SIPC and our Investment Advice is offered through Independent Financial Partners, as Registered Investment Adviser. In the independent financial services arena, a financial advisor has the ability to select those platforms, programs and services that we feel are most appropriate to meet the needs of our clients. Cypress Capital has selected IFP and LPL to meet those needs. 

All three entities (Cypress Capital, IFP, and LPL) are interwoven through LPL’s hybrid platform, allowing an advisor to tap into either business channel when deemed most appropriate. Through the use of state of the art technology and regulated relationships, the IFP/LPL infrastructure provides a seamless way to integrate an advisor’s practice.

What makes this hybrid and complex platform the preferred platform of Cypress Capital is that it allows for independent and flexible method of serving our clients’ needs.  There are no proprietary products or sales quotas that have to be met and we can select plans for our clients with minimal outside influence or conflict of interest.

You are a client of Cypress Capital and we are committed to providing you with the highest level of service to address your financial needs.

Our Partnership with IFP Insurance Group

IFP Insurance Group, Inc. supports Cypress Capital on the individual insurance planning side by providing operational and strategic independent insurance resources. IFP Insurance Group Inc. and Cypress Capital are separate entities.

IFP Insurance Group, Inc. works directly with advisors to deliver comprehensive product knowledge, innovative planning strategies and cost-effective access to a broad suite of insurance solutions. Tapping into their strategic alliances and with master-class underwriting allow us to consistently place significant life insurance policies.

Our Partnership with CYCAP Insurance,LLC

CYCAP Insurance provides independent benefits consulting and management services and is not affiliated with LPL Financial, IFP, or IFP Insurance Group. 

For more information on Group Benefits and Insurance, visit: