NM
Nancy J. Metzger
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CRD#: 1826400
NM
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Nancy Metzger, CFP®, who also goes by Nancy Jean Gordillo, Nancy Jean Metzger, was a registered financial professional .
Nancy is a previously registered financial professional and started their career in finance in 2018. Nancy had worked at 2 firms and has passed the Series 65 and Series 63 exams.
Biography
Nancy serves as a Private Wealth Manager in the International Division of Creative Planning. She works directly with clients to create and maintain a customized financial plan addressing all aspects of investments, tax planning, risk management, retirement, and estate planning.
Nancy has over 20 years of experience advising clients including international financial management and socially conscious investment strategies. Prior to joining Creative Planning, she served as the executive director of a US-based international impact investment fund and as senior officer and trust fund administrator for the world's largest global development institution focused on the private sector in developing countries. Nancy has developed an in-depth knowledge of serving clients with double-taxation treaty issues, expatriate and cross-border wealth management needs. Nancy has lived and worked in Eurasia, Europe, Latin America, Africa and the Middle East and speaks English, Spanish, French and Russian.
Nancy serves as a Private Wealth Manager in the International Division of Creative Planning. She works directly with clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement and estate planning.
Nancy has more than 20 years of experience advising clients, sharing her expertise in the areas of international financial management and sustainable and socially conscious investment strategies. Prior to joining Creative Planning, she served as the executive director of a U.S.-based international impact investment fund and as a senior officer and trust fund administrator for the world’s largest global development institution focused on the private sector in developing countries. Nancy has developed an in-depth knowledge of expatriate and cross-border wealth management needs and has a long history of serving clients with double-taxation treaty issues. She has lived and worked in Eurasia, Europe, Latin America, Africa and the Middle East and speaks English, Spanish, French and Russian.
Nancy earned a Bachelor of Science degree from Georgetown University and a law degree from George Washington University National Law Center. Nancy is a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, holds a Certificate in ESG Investing from the CFA Institute and is a licensed attorney (formerly practicing) in the State of Maryland.
Nancy and her husband, Bruce, have one daughter (Tatum) and one incredibly spoiled dog (Zeus). In her spare time, Nancy enjoys taking nature walks, golfing, going to art museums, reading, listening to music, doing crossword puzzles and spending time with her family.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Nancy Jean Gordillo | Nancy Jean Metzger
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Past
October 1, 2020 - March 20, 2026
CREATIVE PLANNING
RIA
CRD#: 105348
Middleton, WI
Past
August 1, 2018 - September 30, 2020
THUN FINANCIAL ADVISORS
RIA
CRD#: 146914
MADISON, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CREATIVE PLANNING
CREATIVE PLANNING | WOMEN'S WEALTH MANAGEMENT | THE EXCHANGE TRADED FUND CENTER | CREATIVE PLANNING, LLC | CREATIVE PLANNING, INC. | CREATIVE PLANNING INC
CRD#: 105348 / SEC#: 801-18564
RIA
Registered Investment Advisory firm - (3/18/1983 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
State Security Law Exam
Current Firm
CP
CREATIVE PLANNING
CREATIVE PLANNING | WOMEN'S WEALTH MANAGEMENT | THE EXCHANGE TRADED FUND CENTER | CREATIVE PLANNING, LLC | CREATIVE PLANNING, INC. | CREATIVE PLANNING INC
CRD#: 105348 / SEC#: 801-18564
RIA
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Contact information
Main Address
5454 W. 110th Street, Overland Park, KS 66211
Mailing Address
Phone number
(866) 909-5148
Established
Firm type
Fiscal year end
# of Employees
1,428
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 269,686 |
| AUM (Assets Under Management) | $ 217,399,324,981 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/27/2025 | ||
| 09/19/2024 | ||
| 01/03/2024 | ||
| 01/18/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
