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Matthew Metzger

26 Years of Experience
Lima, OH
2 DisclosuresBrokerSells Insurance

Matthew Metzger is a registered investment advisor at Cetera Investment Advisers LLC, based in Lima, OH, with 26 years of industry experience. Matthew 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 (2)
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Customer Dispute
May 2025
Pending
Customer Dispute
September 2020
Denied
Other Business ActivitiesSells Insurance

Matthew is an independent insurance agent selling fixed insurance products since 2006, and a registered representative for Metzger Financial Services selling securities and fixed insurance products. He also hosts a sports talk radio show, is president of a high school basketball club, and part owner of a real estate company, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
October 2000 - June 2021 · 20 yrs 8 mos
Voya Financial Advisors, INC.Broker
September 1999 - June 2021 · 21 yrs 9 mos
State Registrations26 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.