NM
Nancy J. Metzger
MAPT CAPITAL | International Wealth Manager
MADISON, WI 53719
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CRD#: 1826400
NM
Professional summary
Nancy Metzger, CFP®, who also goes by Nancy Jean Gordillo, Nancy Jean Metzger, is a registered financial advisor currently at MAPT CAPITAL located in Madison, Wisconsin.
Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Nancy has worked at 3 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"?
Yes
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) - RIA
Click below to view Nancy Metzger's CRS (Customer Relationship Summary).
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
Current
May 4, 2026 - Present
MAPT CAPITAL
Office #1: 6709 Raymond Road Suite 124, Madison, WI 53719RIA
CRD#: 341390
MADISON, WI
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
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Wisconsin(5/4/2026)
Exams
State Security Law Exam
State Security Law Exam
Current Firm
MC
MAPT CAPITAL
MAPT CAPITAL | MAPT CAPITAL LLC
CRD#: 341390 / SEC#:
Wisconsin
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Contact information
Main Address
6709 Raymond Road Suite 124, Madison, WI 53719
Mailing Address
Phone number
(608) 886-1780
Established
Firm type
Fiscal year end
# of Employees
3
0
Red Flags
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Company Information
MAPT CAPITAL
International Wealth ManagerCRD#: 341390Madison, WI 53719TRUST BUT VERIFY
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