Matthew Joseph Schulz

Employer firm

Heck Capital Advisors, LLC CRD 143848

$11.3B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CAPITAL CENTRAL SERVICES

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

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

Current Employers

Employment History

• 09/2015 → 06/2023
  Wells Fargo Funds Distributor, Llc
  Menomonee Falls, WI
• 01/2024 → 11/2024
  Aqr Capital Management, Llc
  Greenwich, CT
• 01/2024 → 11/2024
  Aqr Investments, Llc
  Greenwich, CT
• 06/2023 → 01/2024
  Unemployed
  Sussex, WI
• 11/2024 → Present
  Heck Capital Advisors
  Rhinelander, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-16
• S63 Uniform Securities Agent State Law Examination
  2012-07-03

Other Names

• Matthew J Schulz
• Matthew Joseph Schulz