Invested Better
Unclaimed

Unclaimed

Unclaimed

Rodger Karl Metzger

USI Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Rodger? Claim Your Profile

About Rodger Karl Metzger

Rodger Metzger is an investment advisor representative at USI Advisors, a firm based in Glastonbury, Connecticut. Rodger has been in the industry since 2005 and is registered with the state of Connecticut. Rodger Metzger is a Chartered Financial Analyst and has experience in providing financial advice to individuals, businesses, corporations, investment companies, insurance companies, charitable organizations, pension and profit sharing plans, and state and municipal governments.

Firm Information

Rodger Metzger is currently registered with USI Advisors. USI Advisors is an investment advisory firm headquartered in Glastonbury, CT. Founded in 1998, USI Advisors provides investment advisory services to corporations, pension funds, and other institutional clients. The firm specializes in portfolio management, pension consulting, and selection of other advisors. USI Advisors is registered with the SEC and has over 70 investment advisor representatives.
USI Advisors

95 GLASTONBURY BLVD.

GLASTONBURY, CT 06033

$41.62B

Assets Under Management

Not reported

Total Clients

65

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

seminars and consultations

Seminars and consultations

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Rodger Metzger’s Registration & Firm History

CT

11/03/2023 - Present

USI Advisors (Glastonbury CT)

Not sure if Rodger Karl Metzger is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rodger Karl Metzger.
Not sure if Rodger Karl Metzger is right for you?