Best Investors Account Sign in

David Grant Metzger

Northwestern Mutual Investment Services, LLC

Chicago, IL

Claim This Profile
Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-03-25
  • IL RA
    APPROVED
    Since 2024-03-25

Branch Locations

225 W Randolph St Ste 2000, Chicago, IL 60606 • 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
Plante Moran Financial Advisors Chicago IL 06/2014 12/2016
Onyx Wealth Management Llc Chicago IL 01/2017 09/2023
John Baker Chicago IL 07/2023 12/2023
Blend Financial Inc Dba Origin Financial Boston MA 01/2022 08/2023
Northwestern Mutual Investment Services Llc Chicago IL 02/2024 Present
John Baker Chicago IL 01/2024 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 04/2024 Present
John Francis Baker Chicago IL 08/2024 Present
Michael Bryant Lindberg Oak Brook IL 08/2024 Present
Alap Balkrishna Patel Chicago IL 08/2024 Present
  • 06/2014 → 12/2016
    Plante Moran Financial Advisors
    Chicago, IL
  • 01/2017 → 09/2023
    Onyx Wealth Management Llc
    Chicago, IL
  • 07/2023 → 12/2023
    John Baker
    Chicago, IL
  • 01/2022 → 08/2023
    Blend Financial Inc Dba Origin Financial
    Boston, MA
  • 02/2024 → Present
    Northwestern Mutual Investment Services Llc
    Chicago, IL
  • 01/2024 → Present
    John Baker
    Chicago, IL
  • 04/2024 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 08/2024 → Present
    John Francis Baker
    Chicago, IL
  • 08/2024 → Present
    Michael Bryant Lindberg
    Oak Brook, IL
  • 08/2024 → Present
    Alap Balkrishna Patel
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-03-21
S65 Uniform Investment Adviser Law Examination 2006-07-27
  • S63 Uniform Securities Agent State Law Examination
    2024-03-21
  • S65 Uniform Investment Adviser Law Examination
    2006-07-27
Designations
Other Names
  • David G Metzger

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor