Brett
Ulsh
Saturna Capital Corporation
Answer a few questions and
get matched with an advisor.
About this Advisor
Brett Ulsh is a financial advisor who works out of Bellingham, Washington with a total of 1 year of industry experience. Ulsh works at Saturna Capital Corporation. Throughout their career, they have worked at Charles Schwab & Co., Inc, Skagit Valley Casino Resort, Domino'S Pizza, Little America Hotel, Student - Summer Break, Sodexo, Student, Silver Reef Hotel Casino & Spa, Wildflower Bread Company, Saturna Brokerage Services, Saturna Capital Corporation and Saturna Trust Company. Ulsh maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is able to work in Washington. Saturna Capital Corporation is an advisory business based out of Bellingham, WA. It has a total of 73 people on staff. It oversees $5 billion in assets under management across its 117 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises nine charitable organizations. Of its 117 customer accounts, 42% belong to high-net-worth individuals who have at least $1 million in investable assets. The business has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and pension consulting services. Fees for financial advisory services usually vary depending on which services the firm provides the client. However, fees billed by Saturna Capital Corporation likely consist of any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Saturna Capital Corporation Brokerage Details
$5,150,693,205
73
117
$44,023,019
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pension consulting services
Brett Ulsh Work History
Brett has been registered as a financial advisor for 1 years.*
Saturna Capital Corporation
Saturna Trust Company
Saturna Brokerage Services
Saturna Capital Corporation
Saturna Trust Company
Charles Schwab & Co., Inc
Skagit Valley Casino Resort
Domino'S Pizza
Little America Hotel
Student - Summer Break
Student
Silver Reef Hotel Casino & Spa
Sodexo
Silver Reef Hotel Casino & Spa
Wildflower Bread Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brett Ulsh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Saturna Capital Corporation
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
