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Kelly Marie Metzler

Burton Enright Welch

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About Kelly Marie Metzler

Kelly Metzler is a registered investment advisor representative with Burton Enright Welch. Kelly is a Certified Financial Planner and has been in the industry since 2011. Kelly holds the Series 7, 63, 86, and 87 licenses. Kelly has experience with high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans. Kelly's areas of specialization include portfolio management for individuals and financial planning.

Firm Information

Kelly Metzler is currently registered with Burton Enright Welch. Burton Enright Welch is an investment advisor registered with the SEC and located in Walnut Creek, CA. The firm manages approximately $1.25 billion in assets for high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services.
Burton Enright Welch

1850 MT. DIABLO BOULEVARD

WALNUT CREEK, CA 94596

$1.25B

Assets Under Management

3

Total Clients

12

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Kelly Metzler’s Registration & Firm History

CA

02/07/2019 - Present

Burton Enright Welch (WALNUT CREEK CA)

NY

08/22/2011 - 05/16/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/11/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/01/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/2011

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 10/08/2011

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 08/21/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Marie Metzler.
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