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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-08-12 |
Branch Locations
1525 South Grove Avenue Unit 202, Barrington, IL 60010 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kizer Financial Services | Barrington | IL | 01/2001 | Present |
| Kizer & Associates | Barrington | IL | 07/2012 | Present |
| Voya Financial Advisors | Barrington | IL | 09/2014 | 06/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2021 | 08/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | 08/2024 |
| Merit Financial Advisors | Sheboygan Falls | WI | 08/2024 | Present |
| Pks Investments | Albany | NY | 08/2024 | Present |
1 - Merit Financial Advisors; Yes; At Registered Location; RIA; IAR; 08/2024; 160; 130; Service Clients. 2 - Fixed Insurance; Yes; At Registered Location; Fixed/Traditional Insurance; Agent; 08/2024; 10; 10; Sales of Fixed/Traditional Insurance products. 3 - THSD 214 Foundation; No; 2121 S Goebbert Rd Arlington Heights, IL 60005; Non-Profit; Trustee; 05/2017; 1; 0; Attend Meetings/provide feedback/assist with fundraising activities. 4 - Bartlett 4th of July Festival; No; Bartlett, IL 60103; Non-Profit Committee; Chairman; 06/1999; 1; 0; Coordinate fireworks presentation during 4th of July festival. 5 - Kizer & Associates; Yes; 1525 S Grove Ave Ste 202 Barrington, IL 60010; DBA; President; 07/2012; 160; 130; DBA for sales and service of securities, advisory and insurance - securities and advisory offered through broker-dealer only. 6 - Kizer Financial Services; Yes; 1525 S Grove Ave Ste 202 Barrington, IL 60010; DBA; Owner; 01/2000; 160; 130; DBA for sales of securities and insurance. 7 - Brent Kizer-Barrington Rental; No; 1525 S Grove Ave Ste 202 Barrington, IL 60010; Real Estate; Owner/Landlord; 06/2012; 2; 2; Own and Maintain office space for personal business use. 8 - MacMurray College; No; 447 E College Ave Jacksonville, IL 62650; Educational Institution; Trustee; 01/2005; 8; 8; Trustees are in charge of the direction of the college and serve to provide guidance to the administration.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-20 |
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