Robert James Metzger
Investment adviser representative at Packerland Brokerage Services, Inc.
29 yearsExperience
13 statesRegistered in
$1.4BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Packerland Brokerage Services, Inc.Feb 2010 to now
- Stateline Services Sb Inc.Apr 1997 to now
- Sierra FinancialJun 2005 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 13 states (AR, AZ, CA, FL, HI, IA, ID, IL, MI, MN, OR, VA, WI).
Packerland Brokerage Services, Inc.
$1.4BAssets managed
4,868Clients
177Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1926601
- Firm CRD
- 37031