Paul Elliott Metler

Employer firm

C2 Private Wealth CRD 151501

$1.82B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2014 → Present
  Strategic Investment Advisors, Inc.
  Livonia, MI
• 01/2013 → Present
  Senior Planning Advisors, Inc
  Livonia, MI
• 12/2003 → 12/2017
  Center For Psychological Awareness
  Ann Arbor, MI
• 05/2012 → 09/2016
  Comptherapeutics
  Kalamazoo, MI
• 09/2017 → 08/2024
  Strategic Divorce Advisors, Llc
  Ann Arbor, MI

Other Businesses

SENIOR PLANNING ADVISORS; INVESTMENT RELATED BUSINESS, LIVONIA, MI, PROVIDE INSURANCE PRODUCTS, INSURANCE AGENT, START DATE WAS 01/2013, I DEVOTE APPROXIMATELY 40 HOURS A MONTH TO THIS BUSINESS, I SELL INSURANCE PRODUCTS INCLUDING LIFE INSURANCE AND FIXED ANNUITIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-03

Other Names

• Paul Elliott Metler