Timothy Metler, financial advisor South Jordan UT

Timothy Metler

CRD Number: 6324985
Current Firm: Transamerica Financial Advisors, Inc.

Timothy Metler (CRD# 6324985) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in South Jordan, UT and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Employer Employee Education Services 501c(3) Springville, UT Nov 2019 - Current 2
Foote Insurance American Fork, UT Feb 2015 - Current 6
Transamerica Financial Advisors, Inc. South Jordan, UT Apr 2014 - Current 7
World Financial Group, Inc. So. Jordan, UT Nov 2013 - Current 8
City Wide Home Loans Orem, UT Jan 2013 - Current 8
Foxwood Properties, LLC Provo, UT Jan 1999 - Current 22
Metler Holdings, LLC Provo, UT Aug 1997 - Current 24
Legend Real Estate, Inc. Provo, UT Aug 1997 - Current 24
Sugar Pine LLC Provo, UT Aug 1997 - Current 24
Metler Brothers Construction, Inc / Aka Metler Homes Provo, UT Jul 1997 - Current 24
Lon Sorensen Insurance, Inc. Lehi, UT Jan 2017 - Mar 2017 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2014
S65 NASAA Investment Advisors Law Examination Nov 2019
Contact Info for Timothy E. Metler
Phone Number: 727-299-1800
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    2,071
    MILLIONS
  • Total Number of Accounts
    52,745
    ACCOUNTS
  • Average Account Value
    $39,264
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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