Michael Metzger (CRD# 5984328) is an Investment Advisor Representative working at Lifepoint Financial Design in Salt Lake City, UT and has over 12 years of experience in the finance industry. Michael Metzger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifepoint Financial Design LLC | Salt Lake City, UT | Jun 2022 - Current | 1 |
| Lpl Financial, LLC | San Luis Obispo, CA | Jul 2018 - Oct 2022 | 4 |
| Unionbanc Investment Services | Los Angeles, CA | Sep 2013 - Jun 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- CA
- UT
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts65ACCOUNTS
-
Average Account Value$258,751
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, UT
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