Bart Francis Metzler

Current Employers

Employment History

• 01/1998 → 03/2020
  Ameriprise Financial Services, Inc.
  Cincinnati, OH
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  West Chester, OH

Other Businesses

Real Estate Ownership; Lot with storage building ; 6753 Rocky Fork Circle, , Hillsboro, OH, 45133; Not Investment-Related; 09/18/2019 / Lot/Land; 11980 Summerhaven Dr, , Hillsboro, OH, 45133; Not Investment-Related; 03/20/2024. Business Ownership; Metzler Enterprise; owner and installer of home security equipment; service oriented business installing security systems and camera systems; 7486 Foxchase Dr, , West Chester, OH, 45069; Not Investment-Related; 06/01/2020; 1 to 9 hours per month; 0 during trading hours / Summerhaven Lake Life, LLC; Co-owner; A new LLC is being formed to hold ownership of a dock on a lake in OH (Rocky Fork Lake) and a pontoon boat. Primary intent of the LLC is for asset protection and liability limitation. There is no expectation of any income/sales of any sort related to this activity. I and my wife will be 50% owners of the LLC. The LLC address would be my home address but the location of the dock and pontoon that the LLC would own is 11973 Summerhaven Dr. Hillsboro, OH 45133 ; 7486 Fox Chase Dr, , West Chester, OH, 45069; Not Investment-Related; 12/11/2023; 0 hours per month; 0 during trading hours / Rocky Fork Circle Lake Life, LLC; Owner; LLC to hold ownership of a floating dock on a lake which I own property that was previously disclosed. The intent of the LLC is to limit liability exposure. ; 7486 Fox Chase Dr, , West Chester, OH, 45069; Not Investment-Related; 01/15/2024; 0 hours per month; 0 during trading hours / Metzler Management Co, LLC; owner/wage earner - owner and manager of the business which is via Employshare and how pay staff, etc ; LLC for advice based portion of the Ameriprise practice, staff work for this organization as well.; 6184 Muhlhauser Rd, Ste A, West Chester, OH, 45069; Not Investment-Related; 06/20/2011; 40 to 59 hours per month; 40 to 59 during trading hours / Summerhaven Boat Life, LLC; Co-owner; I would like to create a new LLC to hold ownership of a pontoon boat which I and my wife would be 50% partner with our next door neighbor, who is not a client of mine, Greg and Tracy Eubanks. To the best of my knowledge they are not clients of Ameriprise either. We originally set up a different LLC, which was approved, called Summerhaven Lake Life, LLC with the intention to hold joint assets of a jointly owned dock and later decided we would like to purchase a pontoon boat jointly with them as well. Just this past week we found out we can not find an insurance company that will insure the pontoon when the LLC also owns a dock insured by a different insurance company, and vice versa. So we have been advised by our insurance company it is best to buy the pontoon boat and insure it in a separate, new LLC, which will just hold the pontoon boat. We have not closed on a purchase of the pontoon boat but trying to get things lined up if we proceed in the near future. ; 7486 Foxchase Dr, , West Chester, OH, 45069; Not Investment-Related; 04/24/2024; 0 hours per month; 0 during trading hours. Outside Employment; Outside Employment; Metzler Management Co, LLC; owner/wage earner - owner and manager of the business which is via Employshare and how pay staff, etc. ; 6184 Muhlhauser Rd, Ste A, West Chester, OH, 45069; Investment-Related; 06/20/2011; 40 to 59 during trading hours; 40 to 59 hours per month.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-03-13

Designations