Nancy Jean Metzger
CFP®Professional Summary
Nancy Jean Metzger, CFP®, who also goes by Nancy Metzger, Nancy Jean Gordillo, 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
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...
Other Aliases
Nancy Metzger, Nancy Jean Gordillo, Nancy Jean Metzger
Similar Advisors
KATZ CAPITAL ADVISORS
J.P. MORGAN SECURITIES LLC
REDSTONE ADVISORS INC
NYLIFE SECURITIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
KATZ CAPITAL ADVISORS
J.P. MORGAN SECURITIES LLC
REDSTONE ADVISORS INC
NYLIFE SECURITIES LLC
Contact Information
Website
xxxxxxxxxx.xxx
Similar Advisors
KATZ CAPITAL ADVISORS
J.P. MORGAN SECURITIES LLC
REDSTONE ADVISORS INC
NYLIFE SECURITIES LLC
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
KATZ CAPITAL ADVISORS
J.P. MORGAN SECURITIES LLC
REDSTONE ADVISORS INC
NYLIFE SECURITIES LLC
Credentials
Years of Experience
10 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
KATZ CAPITAL ADVISORS
J.P. MORGAN SECURITIES LLC
REDSTONE ADVISORS INC
NYLIFE SECURITIES LLC
Current Firm
MAPT CAPITAL | MAPT CAPITAL LLC
Contact Information
Main Address
6709 Raymond Road Suite 124, Madison, WI 53719Phone Number
(608) 298-6489# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
42AUM (Assets Under Management)
$10,061,649Similar Advisors
KATZ CAPITAL ADVISORS
J.P. MORGAN SECURITIES LLC
REDSTONE ADVISORS INC
NYLIFE SECURITIES LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
KATZ CAPITAL ADVISORS
J.P. MORGAN SECURITIES LLC
REDSTONE ADVISORS INC
NYLIFE SECURITIES LLC
State Registrations and Notice Filings
(5/4/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
KATZ CAPITAL ADVISORS
J.P. MORGAN SECURITIES LLC
REDSTONE ADVISORS INC
NYLIFE SECURITIES LLC
CRS (Client Relationship Summary) - RIA
Click below to view Nancy Jean Metzger's CRS (Customer Relationship Summary).
Similar Advisors
KATZ CAPITAL ADVISORS
J.P. MORGAN SECURITIES LLC
REDSTONE ADVISORS INC
NYLIFE SECURITIES LLC