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Andrew Mackay Metzler

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
3,047 clients
Average Client Portfolio
$282K average
Assets Under Management
$859.6M

Fee Structure

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Location

3515 W 75th St, Suite 200, Prairie Village, KS, 66208

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Andrew is involved with Brier Payne Meade (BPM) Insurance, selling property/casualty insurance and providing sales and support. He also works with Tax Favored Benefits, Inc. as a Financial Advisor and is an Investment Adviser Representative for TFB Advisors, LLC, dedicating about half of his time to each of the first two and about 10-20% of his time to the last.

Employment History
Current Registrations
Tfb Advisors, LLC
August 2022 - Present · 3 yrs 6 mos
Ameritas Investment Company, LLCBroker
September 2015 - Present · 10 yrs 5 mos
Previous Registrations
Ameritas Advisory Services, LLC
November 2021 - June 2023 · 1 yr 7 mos
Ameritas Advisory Services
September 2015 - November 2021 · 6 yrs 2 mos
AXA Advisors, LLC
March 2012 - July 2015 · 3 yrs 4 mos
AXA Advisors, LLCBroker
October 2011 - July 2015 · 3 yrs 9 mos
State Registrations6 states
ARCOKSMONCOK
AdvisorBrokerBoth
Exams
No exam information available for this advisor.