Matthew J. Ottusch

CUSHING CAPITAL PARTNERS

Delafield, WI 53018

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CRD#: 1934320

Professional summary

Matthew James Ottusch, CFP® is a registered financial advisor currently at CUSHING CAPITAL PARTNERS, LLC located in Delafield, Wisconsin.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Matthew has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 6, Series 10 and Series 9 exams.

Question & Answer

What are your service offerings?

Investment Planning

Comprehensive Financial Planni...

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) ROCK BEND FARMS, LLP, NOT INVESTMENT RELATED, N7302 HIGHWAY F, OCONOMOWOC, WI 53066, RECREATIONAL BUSINESS, OVERSIGHT OF FARM OPERATIONS AND ANNUAL MEETING OF OWNERS, PRESIDENT, OCTOBER 2010, APPROXIMATELY 4 HOURS DEVOTED PER MONTH, 0 DURING BUSINESS HOURS. 2) MJO CONSULTING LLC, NOT INVESTMENT RELATED, 417 GENESEE ST, DELAFIELD, WI 53018, REVENUE AND INDIVIDUAL EXPENSES FROM CUSHING CAPITAL GOES THROUGH THIS ENTITY, NO DUTIES BEYOND TAX PAYMENTS, JUNE 2021, 0 HOURS PER MONTH, 0 DURING BUSINESS HOURS. 3) MMO INVESTMENT PROPERTIES LLC, NOT INVESTMENT RELATED, 417 GENESEE ST, DELAFIELD, WI 53018, ENTITY THAT OWNS CORPORATE OFFICE SPACE, PARTNER/OWNER, SEPTEMBER 2020, 0 HOURS PER MONTH, 0 DURING BUSINESS HOURS. 4) THE EMPTY NEST LLC, NOT INVESTMENT RELATED, S31 W33652 COUNTY ROAD G., DOUSMAN, WI, 53118, OVERSIGHT OF FARM OPERATIONS, FARMING OF TREES FOR PRODUCTION OF PAPER PRODUCTS (SILVICULTURE), MAY 2022, 5 HOURS PER MONTH, 0 DURING BUSINESS HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew James Ottusch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1994

Experience

Current

July 7, 2021 - Present

CUSHING CAPITAL PARTNERS, LLC

Office #1: 417 Genesee Street, Delafield, WI 53018

RIA

CRD#: 313497

Delafield, WI

Past

September 8, 2010 - July 9, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

DELAFIELD, WI

Past

September 8, 2010 - July 9, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

DELAFIELD, WI

Past

August 12, 2006 - September 16, 2010

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BROOKFIELD, WI

Past

August 12, 2006 - September 16, 2010

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BROOKFIELD, WI

Past

December 1, 2001 - February 20, 2002

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

June 20, 2001 - August 12, 2006

PIPER SANDLER & CO.

CRD#: 665

DELAFIELD, WI

Past

March 11, 1994 - December 1, 2001

FIRSTAR INVESTMENT SERVICES,INC.

CRD#: 14536

MORRIS PLAINS, NJ

Past

July 26, 1991 - March 17, 1994

FREDERICK & COMPANY, INC.

CRD#: 333

BROOKFIELD, WI

Past

March 21, 1989 - April 12, 1991

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

March 21, 1989 - April 12, 1991

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CUSHING CAPITAL PARTNERS, LLC

CRD#: 313497 / SEC#: 801-120953

RIA

Registered Investment Advisory firm - (4/26/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(7/7/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/9/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/22/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/4/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/21/1989

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/15/1989

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/31/2006

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/5/2006

General Securities Sales Supervisor - Options Module Examination

Current Firm

CUSHING CAPITAL PARTNERS, LLC

CRD#: 313497 / SEC#: 801-120953

RIA

Registered Investment Advisory firm - (4/26/2021 Approved)

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Contact information

Main Address

417 Genesee Street, Delafield, WI 53018

Mailing Address

Phone number

(262) 256-0590

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CUSHING CAPITAL PARTNERS FORM ADV PART 2A BROCHURE (10/21/2025)

CUSHING CAPITAL PARTNERS WRAP BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	659
AUM (Assets Under Management)	$ 232,901,370

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Matthew J. Ottusch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew James Ottusch's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

U.S. BANCORP INVESTMENTS, INC.

PIPER SANDLER & CO.

FIRSTAR INVESTMENT SERVICES,INC.

FREDERICK & COMPANY, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

CUSHING CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/9/2002

Series 63

Date: 3/22/1989

SIE

Date: 10/1/2018

Series 31

Date: 8/4/2003

Series 7

Date: 10/21/1989

Series 6

Date: 3/15/1989

Series 10

Date: 1/31/2006

Series 9

Date: 1/5/2006

Current Firm

CUSHING CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CUSHING CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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