Unclaimed Profile

Matthew James Ottusch

CUSHING CAPITAL PARTNERS, LLC·DELAFIELD, Wisconsin

SIE, Series 6, Series 7, Series 9, Series 10, Series 31, Series 63, Series 66CFPClean record20 years registeredCUSHING CAPITAL PARTNERS, LLC

417 GENESEE STREET, DELAFIELD, WI 53018CRD# 1934320Firm CRD# 313497

Profile Verification

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

Identity

Matthew James Ottusch · DELAFIELD, WI

Registration

CRD #1934320 · CUSHING CAPITAL PARTNERS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

CUSHING CAPITAL PARTNERS, LLC

Jul 2021 – present

WELLS FARGO CLEARING SERVICES, LLC

Sep 2010 – Jul 2021

DELAFIELD, WI

UBS FINANCIAL SERVICES INC.

Aug 2006 – Sep 2010

BROOKFIELD, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 31

Series 63

Series 66

Registration record

First registered · August 12, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CUSHING CAPITAL PARTNERS, LLC

CRD 313497 · SEC 801-120953

AUM

$209M

Regulatory assets under management

Employees

646 client accounts

Services offered by CUSHING CAPITAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CUSHING CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew James Ottusch offer?

Matthew James Ottusch specializes in Financial Planning, Investment Management. Contact their office in DELAFIELD, Wisconsin for a consultation.

What are Matthew James Ottusch's credentials?

Matthew James Ottusch holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew James Ottusch located?

Matthew James Ottusch is based in DELAFIELD, Wisconsin, working with CUSHING CAPITAL PARTNERS, LLC. Their office serves clients in the DELAFIELD metropolitan area and surrounding communities.

How does Matthew James Ottusch charge for services?

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

How large is CUSHING CAPITAL PARTNERS, LLC?

CUSHING CAPITAL PARTNERS, LLC has approximately 5 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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