Joseph L. Kizer

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CRD#: 4955833

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joseph L Kizer was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 2005. Joseph had worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

JOSEPH KIZER OWNS 83% OF RESOURCE CONSULTANTS INC DBA RESOURCE INSURANCE CONSULTANTS, WHICH IS INVESTMENT RELATED. IT IS LOCATED AT 2828 SOUTH 87TH STREET OMAHA NE 68124. IT IS AN INSURANCE CONSULTANT FOR TRUST DEPARTMENTS. JOSEPH IS THE OWNER/CEO. THE COMPANY WAS STARTED IN JANUARY OF 2001. HE SPENDS ABOUT 69 HOURS PER MONTH INCLUDING TRADING HOURS. RESOURCE INSURANCE CONSULTANTS HAS THREE AFFILIATE COMPANIES: RIC SOFTWARE, LLC, RIC CLOSELY HELD, LLC, AND ENTRUST SETTLEMENTS, LLC. RIC SOFTWARE IS A WHOLLY OWNED SUBSIDIARY OF RESOURCE INSURANCE CONSULTANTS. RIC CLOSELY HELD, LLC IS 80% OWNED BY RIC AND REVIEWS BUSINESSES HELD IN TRUST. ENTRUST SETTLEMENTS IS A LIFE SETTLEMENT BROKER. ALL COMPANIES ARE LOCATED AT 2828 SOUTH 87TH STREET OMAHA, NE 68124. RIC SOFTWARE, LLC AND RIC CLOSELY HELD, LLC ARE NOT INVESTMENT RELATED COMPANIES. ENTRUST SETTLEMENTS IS A LIFE SETTLEMENT BROKER AND IS INVESTMENT RELATED. RIC SOFTWARE, LLC PROVIDES IRREVOCABLE LIFE INSURANCE TRUST ADMINISTRATION AND MANAGEMENT SOFTWARE. RIC CLOSELY HELD, LLC CLOSELY HELD PROVIDES TRUSTEES VALUES FOR ENTITIES HELD IN TRUST. ENTRUST SETTLEMENTS, LLC NEGOTIATES LIFE SETTLEMENT OFFERS FROM LICENSED LIFE SETTLEMENT PROVIDERS FOR NON-VARIABLE LIFE INSURANCE POLICIES. AS THE CEO JOSEPH HAS MANAGEMENT RESPONSIBILITIES IN RIC SOFTWARE AND RIC CLOSELY HELD. HE IS A MEMBER OF ENTRUST SETTLEMENTS, LLC. RIC SOFTWARE,LLC AND RIC CLOSELY HELD, LLC WERE STARTED IN DECEMBER OF 2008. Until February 2013, RIC Closely Held, LLC was named RIC Consulting, LLC. ENTRUST SETTLEMENTS WAS STARTED IN AUGUST OF 2007. JOSEPH COMMITS 52 HOURS TO RIC SOFTWARE, 43 HOURS TO ENTRUST SETTLEMENTS, AND 9 HOURS TO RIC CONSULTING MONTHLY INCLUDING TRADING HOURS. JOSEPH ALSO OWNS JL KIZER & ASSOCIATES, which is an inactive entity. HE DOES NOT SPEND ANY TIME WITH THIS COMPANY. IT HAS A MAILING ADDRESS OF PO BOX 241297, OMAHA, NE 68124, but only receives a small amount of trailing commissions each year. THIS RELATIONSHIP STARTED IN JUNE 1975.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 15, 2007 - August 22, 2022

ITM, INC. (D/B/A RESOURCE CONSULTANTS, INC.)

RIA

CRD#: 135472

OMAHA, NE

Past

July 19, 2005 - January 1, 2007

ITM, INC. (D/B/A RESOURCE CONSULTANTS, INC.)

RIA

CRD#: 135472

OMAHA, NE

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/17/2005

Uniform Investment Adviser Law Examination

Current Firm

ITM, INC. (D/B/A RESOURCE CONSULTANTS, INC.)

ITM, INC | RESOURCE INSURANCE CONSULTANTS | RESOURCE CONSULTANTS, INC | ITM, INC. (D/B/A RESOURCE CONSULTANTS, INC.)

CRD#: 135472 / SEC#:

Nebraska

Registered Investment Advisory firm - (1/5/2024 Approved)

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Contact information

Main Address

2828 South 87th Street, Omaha, NE 68124

Mailing Address

Phone number

(402) 391-6356

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Joseph L. Kizer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ITM, INC. (D/B/A RESOURCE CONSULTANTS, INC.)

ITM, INC. (D/B/A RESOURCE CONSULTANTS, INC.)

State Registrations and Notice Filings

Exams

Series 65

Date: 6/17/2005

Current Firm

ITM, INC. (D/B/A RESOURCE CONSULTANTS, INC.)

Contact information

Documents

Red Flags

Company Information

ITM, INC. (D/B/A RESOURCE CONSULTANTS, INC.)

TRUST BUT VERIFY

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