Matthew Joseph Schulz
Investment adviser representative at Heck Capital Advisors, LLC
9 yearsExperience
2 statesRegistered in
$11.3BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Heck Capital Advisors, LLCNov 2024 to now
- Aqr Capital Management, LLCJan 2024 to Nov 2024
- Aqr Investments, LLCJan 2024 to Nov 2024
- UnemployedJun 2023 to Jan 2024
- Wells Fargo Funds Distributor, LLCSep 2015 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (MN, WI).
Heck Capital Advisors, LLC
$11.3BAssets managed
1,133Clients
24Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6031029
- Firm CRD
- 143848