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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-08-12
  • IL RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2001 → Present
    Kizer Financial Services
    Barrington, IL
  • 07/2012 → Present
    Kizer & Associates
    Barrington, IL
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Barrington, IL
  • 06/2021 → 08/2024
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 03/2023 → 08/2024
    Schaumburg, IL
  • 08/2024 → Present
    Sheboygan Falls, WI
  • 08/2024 → Present
    Pks Investments
    Albany, NY
Previous Registrations
  • 2023-06-29 → 2024-08-14
    Barrington, IL
  • 2021-06-09 → 2023-06-29
    Cetera Wealth Services, Llc
    Brooklyn Park, MN
    Barrington, IL
    Estero, FL
  • 2001-09-19 → 2021-06-09
    Inverness, IL
    Naperville, IL
    Barrington, IL
    Barrington, IL
    Brooklyn Park, MN
    Windsor, CT
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-08-11
S63 Uniform Securities Agent State Law Examination 2000-01-20
  • S65 Uniform Investment Adviser Law Examination
    2001-08-11
  • S63 Uniform Securities Agent State Law Examination
    2000-01-20
Designations

View on SEC IAPD

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