Robert Metzger
Robert Metzger is a registered investment advisor at Packerland Brokerage Services, INC., based in Oconomowoc, WI, with 28 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,245 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Packerland offers several investment management options:
- Individual Portfolio Management: Fees are a percentage of your portfolio, up to a maximum of 2.5% per year.
- Co-Advisory Programs: You'll pay program fees in addition to Packerland's advisory fee (up to 2.5% of your assets). These fees cover the third-party money manager's investment advisory services, potentially as part of a bundled fee arrangement.
- Hilltop/Envestnet Programs: Most programs have a unified fee covering the platform, manager, and Packerland's advisory services. Some fees, like those for transactions executed away from Hilltop, are charged separately.
- Solicitor Program: You'll pay a management fee to the third-party money manager, which Packerland shares. You won't pay a separate fee to Packerland.
Location
784 Summit Ave, Oconomowoc, WI, 53066
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is treasurer/secretary and 50% owner of Stateline Services SB Inc, a portable toilet rental and service, since 1997, dedicating minimal time. He also has a real estate broker license for referrals, spending minimal time, and works as an OSJ branch manager selling and supervising securities, dedicating nearly full-time hours. Finally, Robert is an insurance agent at Anderson's Insurance Associates, Inc, selling property and casualty insurance, dedicating a few hours per week.
Employment History
Current Registrations
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Previous Registrations
Nylife Securities LLCBroker
Packerland Brokerage Services, INC.Broker
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Royal Alliance Associates, INC.Broker
Wma Securities, INC.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.