Unclaimed Profile

Matthew Brian Ulsas

WINDSOR WEALTH MANAGEMENT, INC.·INDIANAPOLIS, Indiana

Clean recordWINDSOR WEALTH MANAGEMENT, INC.

500 E. 96TH STREET, SUITE 450, INDIANAPOLIS, IN 46240CRD# 2820747Firm CRD# 105279

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Brian Ulsas · INDIANAPOLIS, IN

Registration

CRD #2820747 · WINDSOR WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Matthew Brian Ulsas is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with WINDSOR WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WINDSOR WEALTH MANAGEMENT OPCO LLC

WINDSOR WEALTH MANAGEMENT, INC.

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WINDSOR WEALTH MANAGEMENT OPCO LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2820747

Firm CRD# 105279

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew Brian Ulsas offer?

Matthew Brian Ulsas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Matthew Brian Ulsas's credentials?

Matthew Brian Ulsas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Brian Ulsas located?

Matthew Brian Ulsas is based in INDIANAPOLIS, Indiana, working with WINDSOR WEALTH MANAGEMENT, INC.. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Matthew Brian Ulsas charge for services?

Matthew Brian Ulsas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WINDSOR WEALTH MANAGEMENT, INC.?

WINDSOR WEALTH MANAGEMENT, INC. has approximately 14 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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