William M. Kizer

THE PREMIER ADVISORY GROUP

Omaha, NE 68164

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CRD#: 2482455

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Kizer | William Michael Jr Kizer

Other business activities

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.

1) THE PREMIER GROUP, LLC; INSURANCE AGENT; OMAHA, NEBRASKA; 01/2017; 70% OF TIME SPENT IN THIS BUSINESS PRACTICE. 2) WILLIAM KZER & ASSOCIATES; PRINCIPAL/INSURANCE AGENT; OMAHA, NEBRASKA; 10/2016

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Michael Kizer JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 31, 2017 - Present

THE PREMIER ADVISORY GROUP, LLC

Office #1: 11910 Stonegate Drive \, Omaha, NE 68164

RIA

CRD#: 173071

Omaha, NE

Past

May 16, 1994 - November 20, 1998

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

May 16, 1994 - January 8, 1999

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nebraska
(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

State Security Law Exam

IAR

Series 65

Date: 3/2/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/13/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 5/13/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

THE PREMIER ADVISORY GROUP, LLC

ALTMAN WEALTH MANAGEMENT LLC | THE PREMIER ADVISORY GROUP, LLC | PREMIER WEALTH MANAGEMENT, LLC

CRD#: 173071 / SEC#:

Iowa

Registered Investment Advisory firm - (4/4/2018 Approved)

Nebraska

Registered Investment Advisory firm - (10/30/2014 Approved)

New Mexico

Registered Investment Advisory firm - (9/28/2017 Approved)

Texas

Registered Investment Advisory firm - (1/29/2016 Conditional Restricted)

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Contact information

Main Address

11910 Stonegate Drive \, Omaha, NE 68164

Mailing Address

Phone number

(402) 557-6730

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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.

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William M. Kizer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Michael Kizer JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE PREMIER ADVISORY GROUP, LLC

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/2/2017

Series 63

Date: 5/13/1994

Series 6

Date: 5/13/1994

Current Firm

THE PREMIER ADVISORY GROUP, LLC

Contact information

Documents

Red Flags

Company Information

THE PREMIER ADVISORY GROUP, LLC

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