Jeff
Metzl

Cetera Investment Advisers LLC

CRD#4007285
Investment Advisor
in Elmhurst, IL

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About this Advisor

Jeff Metzl is a financial advisor based out of Elmhurst, Illinois who has 11 years of relevant experience. Metzl is currently employed by Cetera Investment Advisers LLC. Over the course of their career, Metzl has held roles at Leonard Metzl Cpa, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC and Metzl Financial Services. Metzl has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Illinois. Cetera Investment Advisers LLC is a registered investment business operating out of Schaumburg, IL. The investment advisory business has offices in 1,614 locations and a total of 3,094 advisors. It controls $33 billion in total assets among its 176,986 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 431 charitable organizations. Of its 176,986 accounts, 23% are held by high-net-worth investors who have at least $1 million in investable assets. Cetera Investment Advisers LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees billed by Cetera Investment Advisers LLC can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

110 N York Rd
Elmhurst, IL 60126

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

IL Average: $6,674,516,078
Total Number of Employees

3,094

IL Average: 44
Total Number of Accounts

176,986

IL Average: 2,564
Average Account Size

$188,469

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jeff Metzl Work History

Jeff has been registered as a financial advisor for 11 years.*

2022 - Present (2 years)

Metzl Financial Services

2012 - Present (12 years)

Cetera Investment Advisers LLC

2011 - Present (13 years)

Leonard Metzl Cpa

2011 - Present (13 years)

Cetera Financial Specialists LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeff Metzl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Stuart Wilson
Athens, AL
Kevin Delvalle
Jacksonville, FL
Michael Nelson
Anaheim, CA
Joseph Charron
Oklahoma City, OK
Ricardo Sanchez
Fort Lauderdale, FL
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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