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Nancy Jean Metzger

Mapt Capital

Madison, WI

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Current Employers
Mapt Capital

6709 Raymond Road Suite 124, Madison, WI 53719 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-05-04
  • WI RA
    APPROVED
    Since 2026-05-04

Branch Locations

6709 Raymond Road Suite 124, Madison, WI 53719 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Working Capital For Community Needs, Inc. (Wccn) Madison WI 11/2013 01/2018
Creative Planning, Inc. Madison WI 07/2018 02/2026
Thun Financial Advisors Madison WI 07/2018 08/2020
Mapt Capital Llc Madison WI 03/2026 Present
N/A Madison WI 01/2018 07/2018
  • 11/2013 → 01/2018
    Working Capital For Community Needs, Inc. (Wccn)
    Madison, WI
  • 07/2018 → 02/2026
    Creative Planning, Inc.
    Madison, WI
  • 07/2018 → 08/2020
    Thun Financial Advisors
    Madison, WI
  • 03/2026 → Present
    Mapt Capital Llc
    Madison, WI
  • 01/2018 → 07/2018
    N/A
    Madison, WI
Previous Registrations
  • 2020-10-01 → 2026-03-20
    Creative Planning
    Middleton, WI
    Madison, WI
    Overland Park, KS
    Madison, WI
  • 2018-08-01 → 2020-09-30
    Thun Financial Advisors
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-01
S63 Uniform Securities Agent State Law Examination 2016-11-21
  • S65 Uniform Investment Adviser Law Examination
    2018-08-01
  • S63 Uniform Securities Agent State Law Examination
    2016-11-21
Designations
Other Names
  • Nancy Jean Metzger
  • Nancy Jean Gordillo

View on SEC IAPD

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KRISTY LYNN REED
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SEAN STEPHEN WAYNE
TRAVIS RICHARD HEISER
MICHAEL DONALD GANT
Renee Elizabeth Lucas
ORSAN M KHARBUSH
Matthew Miller

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

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