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Matthew James Ottusch

Matthew James Ottusch

CFP®

CUSHING CAPITAL PARTNERS

DELAFIELD, WI

·CRD# 1934320·37 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

Investment Planning
Comprehensive Financial Planning
Retirement Planning

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®

Certified Financial PlannerSince 1994

Years of Experience

37 years in the financial services industry

Current & Past Employments

CUSHING CAPITAL PARTNERS, LLC·CRD# 313497

RIA

417 Genesee Street, Delafield, WI 53018

July 7, 2021 - Present

WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616

RIA

Delafield, WI

September 8, 2010 - July 9, 2021

WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616

BD

Delafield, WI

September 8, 2010 - July 9, 2021

UBS FINANCIAL SERVICES INC.·CRD# 8174

RIA

Brookfield, WI

August 12, 2006 - September 16, 2010

UBS FINANCIAL SERVICES INC.·CRD# 8174

BD

Brookfield, WI

August 12, 2006 - September 16, 2010

U.S. BANCORP INVESTMENTS, INC.·CRD# 17868

BD

Saint Paul, MN

December 1, 2001 - February 20, 2002

PIPER SANDLER & CO.·CRD# 665

BD

Delafield, WI

June 20, 2001 - August 12, 2006

FIRSTAR INVESTMENT SERVICES,INC.·CRD# 14536

BD

Morris Plains, NJ

March 11, 1994 - December 1, 2001

FREDERICK & COMPANY, INC.·CRD# 333

BD

Brookfield, WI

July 26, 1991 - March 17, 1994

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES·CRD# 4039

BD

New York, NY

March 21, 1989 - April 12, 1991

EQUITABLE ADVISORS, LLC·CRD# 6627

BD

New York, NY

March 21, 1989 - April 12, 1991

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Current Firm

CC

CUSHING CAPITAL PARTNERS, LLC

CUSHING CAPITAL PARTNERS, LLC

CRD#: 313497 / SEC#: 801-120953

RIA

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

Contact Information

Main Address

417 Genesee Street, Delafield, WI 53018

Phone Number

(262) 256-0590

# of Employees

2

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CUSHING CAPITAL PARTNERS WRAP BROCHURE (9/2/2026)

CUSHING CAPITAL PARTNERS FORM ADV PART 2A BROCHURE (9/2/2026)

Regulatory Assets Under Management

Total Number of Accounts

664

AUM (Assets Under Management)

$274,702,787

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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".

CC

CUSHING CAPITAL PARTNERS, LLC

CUSHING CAPITAL PARTNERS, LLC

CRD#: 313497 / SEC#: 801-120953

RIA

Registered Investment Advisory firm - SEC (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.

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2002About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1989About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Aug 2003About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Oct 1989About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 1989About the Series 6 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Jan 2006About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Jan 2006About the Series 9 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Services Offered by Matthew

Investment Planning
Comprehensive Financial Planning
Retirement Planning

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Matthew James Ottusch

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