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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio Northern University | Ada | OH | 09/1997 | Present |
| Metzger Financial Services | Lima | OH | 06/1999 | Present |
| Voya Financial Advisors | Lima | OH | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1333 N CABLE DR STE A1; LIMA; OH; 45805; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 8/22/2006; 24; 24; SALES OF FIXED INSURANCE PRODUCT|NAME OF ENTITY:Maverick Media; No; 1301 N CALBE ROAD; LIMA; OH; 45805; talk radio; radio host; 1/1/2009; 4; 4; sports talk radio host|NAME OF ENTITY:METZGER FINANCIAL SERVICES; Yes; 1337 N CABLE RD; LIMA; OH; 45805; FINANCIAL SERVICES DBA; REGISTERED REPRESENTATIVE; 9/1/1999; 40; 40; DBA FOR SELLING SECURITIES AND FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Elida High School; No; 101 E NORTH ST;ELIDA; ELIDA; OH; 45807; Elida Basketball Club; President of Basketball Club; 2/1/2006; 4; 4; Raising Money for High School Basketball Club|NAME OF ENTITY:GFY Investments LLC; No; 1337 N CABLE RD; LIMA; OH; 45805; Real Estate; Part Owner; 4/25/2014; 1; 0; Record Keeping.|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-03 |
| S65 | Uniform Investment Adviser Law Examination | 2000-08-30 |
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