Matthew
Koelzer
First Trust Advisors Lp
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About this Advisor
Matthew Koelzer is a financial advisor working out of Austin, Texas who has 3 years of industry experience. Koelzer currently works for First Trust Advisors Lp. During their career, Koelzer has held roles at Moraga Country Club, Ucla Recreation, Ucsf Wilson Lab, Avantstay, Pluribus Labs LLC, First Trust Portfolios L.P, De La Salle High School, Ucla and First Trust Advisors L.P. Koelzer holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Illinois and Texas. First Trust Advisors Lp is a business that has its headquarters in Wheaton, IL. It has offices in two locations and a total of 637 people on staff. It oversees $191 billion in total assets among its 3,143 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The business performs a diverse array of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees for financial advice usually vary depending on which services the firm provides the client. However, fee types billed by First Trust Advisors Lp can include any blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Trust Advisors Lp Brokerage Details
$190,452,000,000
637
3,143
$60,595,609
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Matthew Koelzer Work History
Matthew has been registered as a financial advisor for 3 years.*
First Trust Portfolios L.P
First Trust Advisors L.P
Avantstay
Pluribus Labs LLC
Pluribus Labs LLC
Ucsf Wilson Lab
Ucla Recreation
Ucla
Moraga Country Club
De La Salle High School
*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 Matthew Koelzer 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 First Trust Advisors Lp
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Eagle, ID
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.
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