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David Grant Metzger

Northwestern Mutual Investment Services, LLC

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About David Grant Metzger

David Grant Metzger is a financial advisor who has been in the industry since 2003. David has a wide range of experience, having worked with several firms including Zacks & Company and Northwestern Mutual Investment Services, LLC. David holds Series 6, 7, 63, 65, and SIE licenses, and is also a Certified Financial Planner and Chartered Financial Analyst. David is currently registered with Northwestern Mutual Investment Services, LLC, where he provides investment advisory services to clients.

Firm Information

David Metzger is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

Not reported

Assets Under Management

1

Total Clients

10,224

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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David Metzger’s Registration & Firm History

IL

03/25/2024 - Present

Northwestern Mutual Investment Services, LLC (CHICAGO IL)

IL

05/17/2006 - 09/05/2006

ZACKS & COMPANY (CHICAGO IL)

OK

10/15/2001 - 02/27/2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TULSA OK)

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Licenses & Designations

BC

Issued 03/21/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/27/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/28/2024

Series 7TO - General Securities Representative Examination

BC

Issued 02/20/2024

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2003

Series 7 - General Securities Representative Examination

BC

Issued 10/13/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Grant Metzger.
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