William Michael Kizer Jr
Professional Summary
William Michael Kizer JR, who also goes by Bill Kizer, William Michael Jr Kizer, is a registered financial advisor currently at THE PREMIER ADVISORY GROUP, LLC located in Omaha, Nebraska. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. William has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Kizer, William Michael Jr Kizer
Similar Advisors
OSAIC WEALTH, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
OSAIC WEALTH, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
OSAIC WEALTH, INC.
Years of Experience
32 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
Current Firm
ALTMAN WEALTH MANAGEMENT LLC | THE PREMIER ADVISORY GROUP, LLC | PREMIER WEALTH MANAGEMENT, LLC
Contact Information
Main Address
11910 Stonegate Drive \, Omaha, NE 68164Phone Number
(402) 557-6730# of Employees
4Documents
Similar Advisors
OSAIC WEALTH, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
OSAIC WEALTH, INC.
State Registrations and Notice Filings
(3/31/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 1994About the Series 6 examSimilar Advisors
OSAIC WEALTH, INC.
CRS (Client Relationship Summary) - RIA
Click below to view William Michael Kizer JR's CRS (Customer Relationship Summary).
Similar Advisors
OSAIC WEALTH, INC.
