Matthew Joseph Schulz

Current Employers

Heck Capital Advisors, Llc

15 East Anderson Street, Rhinelander, WI 54501 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2024-12-18
WI	RA	APPROVED	2024-12-18

MN RA
APPROVED

Since 2024-12-18
WI RA
APPROVED

Since 2024-12-18

Branch Locations

833 E. Michigan St Suite 1460, Milwaukee, WI 54501 • United States

15 East Anderson Street, Rhinelander, WI 54501 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

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

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

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

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

View on SEC IAPD

Current Employers

Heck Capital Advisors, Llc

Disclosures

Employment History

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews