Lynn Robert Metzger

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/1999 → Present
  Metzger Financial Services
  Lima, OH
• 09/2014 → 06/2021
  Voya Financial Advisors
  Lima, OH
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2000-05-26 → 2021-06-09
  Voya Financial Advisors, Inc.
  Toledo, OH
  Lima, OH
  Windsor, CT

Other Businesses

NAME OF ENTITY:METZGER FINANCIAL SERVICES; Yes; 1337 N CABLE RD; LIMA; OH; 45805; FINANCIAL SERVICES/DBA; REGISTERED REPRESENTATIVE; 8/1/1999; 40; 40; DBA FOR SELLING SECURITES AND FINXED INSURANCE PRODUCTS|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1337 N CABLE RD; LIMA; OH; 45805; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 10/26/2016; 160; 160; SALE OF FIXED INSURANCE PRODUCTS|

Exams

• S66 Uniform Combined State Law Examination
  1999-09-10