LM
LM

Lynn Metzger

26 Years of Experience
Lima, OH
BrokerSells Insurance

Lynn Metzger is a registered investment advisor at Cetera Investment Advisers LLC, based in Lima, OH, with 26 years of industry experience. Lynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1337 N Cable Rd, Lima, OH, 45805

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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.

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Other Business ActivitiesSells Insurance

Lynn is a registered representative with Metzger Financial Services, a DBA for selling securities and fixed insurance products, and an independent insurance agent. Selling fixed insurance products takes nearly all of Lynn's time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
May 2000 - June 2021 · 21 yrs 1 mo
Voya Financial Advisors, INC.Broker
May 1999 - June 2021 · 22 yrs 1 mo
State Registrations12 states
COFLGAILINNJNVNYOHPATNVA
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.
Lynn Metzger - Financial Advisor | TrueAdvisor