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Matthew Timothy Koelzer

First Trust Advisors LP

Austin, TX

Wheaton, IL

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Current Employers
First Trust Advisors Lp

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-10-30
TX RA APPROVED 2020-10-30
  • IL RA
    APPROVED
    Since 2020-10-30
  • TX RA
    APPROVED
    Since 2020-10-30

Branch Locations

Ibc Building 500 West 5Th Street, 8Th Floor, Austin, TX 78701 • United States

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moraga Country Club Moraga CA 04/2015 09/2019
Ucla Recreation Los Angeles CA 09/2017 06/2018
Ucsf Wilson Lab San Francisco CA 06/2018 09/2018
Avantstay Los Angeles CA 02/2020 03/2020
Pluribus Labs Llc San Fransisco CA 07/2019 09/2019
Pluribus Labs Llc San Fransisco CA 06/2020 08/2020
First Trust Portfolios L.P. Wheaton IL 08/2020 Present
Ucla Los Angeles CA 09/2016 06/2020
First Trust Advisors L.P. Wheaton IL 09/2020 Present
  • 04/2015 → 09/2019
    Moraga Country Club
    Moraga, CA
  • 09/2017 → 06/2018
    Ucla Recreation
    Los Angeles, CA
  • 06/2018 → 09/2018
    Ucsf Wilson Lab
    San Francisco, CA
  • 02/2020 → 03/2020
    Avantstay
    Los Angeles, CA
  • 07/2019 → 09/2019
    Pluribus Labs Llc
    San Fransisco, CA
  • 06/2020 → 08/2020
    Pluribus Labs Llc
    San Fransisco, CA
  • 08/2020 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 09/2016 → 06/2020
    Ucla
    Los Angeles, CA
  • 09/2020 → Present
    First Trust Advisors L.P.
    Wheaton, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-30
  • S66 Uniform Combined State Law Examination
    2020-10-30
Other Names
  • Matt Koelzer

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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