TrueAdvisor
TrueAdvisor
BM
CFP
BM
CFP

Bart Metzler

Ameriprise Financial Services, LLC
28 Years of Experience
West Chester, OH
Broker
View SEC Summary
View SEC Summary

Bart Metzler is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in West Chester, OH, with 28 years of industry experience. Bart is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6184 Muhlhauser Rd, Ste A, West Chester, OH, 45069

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Bart owns real estate, including lots and land, and is the owner and installer of home security equipment through Metzler Enterprise. He also co-owns several LLCs related to lake property and boats, primarily for asset protection, and owns Metzler Management Co, LLC, which manages the advice-based portion of his Ameriprise practice, dedicating about a quarter of his time to it.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2001 - Present · 25 yrs 3 mos
Ameriprise Financial Services, LLC
March 1998 - Present · 28 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 1998 - Present · 28 yrs 7 mos
Previous Registrations
Ids Life Insurance CompanyBroker
March 1998 - July 2006 · 8 yrs 4 mos
State Registrations20 states
CACTFLGAIAILINKYMEMIMNMOMTNCNYOHSCTXVAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in West Chester, OH →All financial advisors in Ohio →