Joseph Kizer

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2019 → Present
  Transamerica Financial Advisors, Inc
  Maumee, OH
• 12/2018 → Present
  World Financial Group, Inc.
  Maumee, OH
• 09/2011 → 12/2018
  Access Rn, Inc.
  Maumee, OH
• 10/2018 → Present
  Wood County Hospital
  Bowling Green, OH
• 10/2022 → Present
  Dynamic Access, Inc.
  Richardson, TX

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). WOOD COUNTY HOSPITAL/Investment Related - No/950 West Wooster St Bowling Green, OH 43402 (419)354-8900/hospital/clinic/RN/10.2018/160/0/provide nursing care DYNAMIC ACCESS, INC. POSITION: Vascular Access Specialist NATURE: employee INVESTMENT RELATED: No NUMBER OF HOURS: 96 SECURITIES TRADING HOURS: 8 START DATE: 10/01/2022 ADDRESS: 2600 N. Central Expwy, Richardson TX 75080, United States DESCRIPTION: I work 1-2 days per week doing various vascular access procedures in different hospitals and long-term acute care facilities.