David Metzger
Profile
Mr. Metzger joined Legacy Wealth Management in 2006.
Prior tot that, he was with Zacks Investment Management, where he was the Director of Financial Planning.
Previously, he was with Northwestern Mutual Financial Network as a Financial Representative where he became an expert in insurance.
Mr. Metzger received his MBA in Management and his BS with a double major in Finance and International Business from Oklahoma State University.
He received his CFP certification in 2005 and his CFA designation in 2010.
He is a member of the Financial Planning Association and the CFA Institute.
He also holds the following designations: Chartered Life Underwriter, Chartered Financial Consultant and Chartered Advisor for Senior Living.
Former positions of David Metzger
| Companies | Position | End |
|---|---|---|
Zacks Investment Management, Inc.
 Zacks Investment Management, Inc. Investment ManagersFinance Zacks Investment Management, Inc. (ZIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Ben Zacks in 1992 and is a subsidiary of Zacks Investment Research, Inc., owned by The Greenwood Trust. ZIM manages separate accounts, public and private pooled investment vehicles, and is an adviser to several wrap-fee programs. | Corporate Officer/Principal | - |
Northwestern Mutual Wealth Management Co.
 Northwestern Mutual Wealth Management Co. Savings BanksFinance Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI. | Corporate Officer/Principal | - |
Legacy Wealth Management, Inc.
 Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | Corporate Officer/Principal | - |
Training of David Metzger
| Oklahoma State University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Legacy Wealth Management, Inc.
Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | Finance |
Zacks Investment Management, Inc.
Zacks Investment Management, Inc. Investment ManagersFinance Zacks Investment Management, Inc. (ZIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Ben Zacks in 1992 and is a subsidiary of Zacks Investment Research, Inc., owned by The Greenwood Trust. ZIM manages separate accounts, public and private pooled investment vehicles, and is an adviser to several wrap-fee programs. | Finance |
Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. Savings BanksFinance Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI. | Finance |
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