Our Partnerships
Our Partnerships with Independent Advisor Alliance and LPL Financial:
Cypress Capital is supported by Independent Advisor Alliance (IAA) and LPL Financial in the effort to provide the best combination of services and programs to our clients.
Cypress Capital, IAA, 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 Advisor Alliance, as Registered Investment Adviser with Cypress Capital as the d/b/a. 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 IAA and LPL to meet those needs.
All three entities (Cypress Capital, IAA, 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 IAA/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.
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.
Independent Advisor Alliance
LPL Financial
Our Partnership with CYCAP Insurance,LLC
CYCAP Insurance provides independent group benefits consulting and management services and individual insurance planning. CYCAP Insurance is not affiliated with LPL Financial, or IAA.
For more information on Group Benefits and Insurance, visit: