Michael Barrett Metzger

Employer firm

Lifepoint Financial Design CRD 321153

$18.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 06/2018
  Unionbanc Investment Services
  Los Angeles, CA
• 07/2018 → 10/2022
  Lpl Financial, Llc
  San Luis Obispo, CA
• 06/2022 → Present
  Lifepoint Financial Design Llc
  Salt Lake City, UT

Previous Registrations

• 2018-07-10 → 2022-10-04
  Lpl Financial Llc
  San Luis Obispo, CA
  Orcutt, CA
  San Luis Obispo, CA
  Orcutt, CA
  San Diego, CA
  Salt Lake City, UT
• 2013-09-30 → 2018-07-10
  U.S. Bancorp Advisors, Llc
  Lompoc, CA
  Solvang, CA
  Los Olivos, CA
  San Luis Obispo, CA
  Paso Robles, CA
  Atascadero, CA
  San Luis Obispo, CA
  Santa Maria, CA
  San Luis Obispo, CA
• 2012-01-03 → 2013-10-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Luis Obispo, CA

Other Businesses

LFD is actively engaged in an other entity called Catalyst CFO Solutions, a fractional CFO and consulting firm for businesses. Micahel Metzger is part owner of Salon Bros, LLC dba Lifted Salon and Spa.

Exams

• S66 Uniform Combined State Law Examination
  2011-12-23

Designations

• Certified Financial Planner

Other Names

• Michael Metzger
• Mike Metzger