Michael B. Metzger
Professional summary
Michael Barrett Metzger, CFP®, who also goes by Michael Metzger, Mike Metzger, is a registered financial advisor currently at LIFEPOINT FINANCIAL DESIGN located in Salt Lake City, Utah.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Michael has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Barrett Metzger's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
July 13, 2022 - Present
LIFEPOINT FINANCIAL DESIGN
Office #1: 26 S Rio Grande #2072, Salt Lake City, UT 84101July 10, 2018 - October 4, 2022
LPL FINANCIAL LLC
July 9, 2018 - October 4, 2022
LPL FINANCIAL LLC
September 30, 2013 - July 10, 2018
U.S. BANCORP ADVISORS, LLC
September 30, 2013 - July 10, 2018
U.S. BANCORP ADVISORS, LLC
January 3, 2012 - October 1, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 22, 2011 - October 1, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/13/2022)
(3/1/2024)
Exams
Current Firm
LIFEPOINT FINANCIAL DESIGN
CRD#: 321153 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 80 |
| AUM (Assets Under Management) | $ 17,013,000 |
Red Flags
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Company Information
LIFEPOINT FINANCIAL DESIGN
CRD#: 321153Salt Lake City, UT 84101TRUST BUT VERIFY
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