Matthew Brian Ulsas

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1994 → 10/2023
  Windsor Wealth Management
  Indianapolis, IN
• 10/2023 → Present
  Corient
  Indianapolis, IN
• 10/2023 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 1998-12-09 → 2023-11-13
  Windsor Wealth Management, Inc.
  Indianapolis, IN
  Indianapolis, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-21

Designations

• Certified Financial Planner

Other Names

• Matthew Ulsas