Robert Metzger

Robert Metzger

Robert (Bob) Metzger. OSJ Branch Manager

N51 W34989 Wisconsin Ave
Okauchee, WI 53069-0115

Registered Rep Licensing : Series, 7, 24, 51, 63, 65 (Investment Advisor Representative), Insurance Licensing WI/IL : Life & Health, Property, Casualty Variable Contracts


Business Focus : 401(k), 403(b), Small Business Retirement/Profit Sharing Plans
Private Client Investment Advisory Management
Southern Wisconsin / Northern Illinois

With 15+ years of investment planning experience and as an independent small business owner, Bob ensures building a customized retirement solution for your small business. In addition to expertise in plan design, Bob provides personalized educational services to your 401(k)/403(b) plan participants, plus provides plan administrators and plan trustees an annual review/checklist to assist them in completing and documenting their fiduciary responsibilities.

In addition to 401(k) plan services, Bob assists many small business owners with unique risk management solutions for their individual investments, estate, and life insurance planning needs.

Securities and advisory services offered through Packerland Brokerage Services, Inc., and unaffiliated entity. – Member FINRA and SIPC 

 

Phone 815-742-2568
Fax 262-468-4120