Peter Michael Kizis

Employer firm

Vicus Capital, Inc. CRD 116021

$2.99B regulatory AUM 316 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/1997 → Present
  Img
  Kingston, PA
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2022 → Present
  Vicus Capital, Inc
  State College, PA

Other Businesses

(1) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 06/1997, 20HRS/WK (TRADING HOURS), INSURANCE AGENT - SELLS LIFE, ACCIDENT, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE; (2) IMG, INC. & PFG, MANAGING GENERAL AGENT, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, DBA NAMES FOR FIXED INSURANCE, START 06/1997, 20HRS/WK (TRADING HOURS), INSURANCE AGENT; (3) NAME OF OTHER BUSINESS: VICUS CAPITAL, INC. - CRD#116021; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY SERVICES; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 07/2022; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ASSET MANAGEMENT;

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-19
• S63 Uniform Securities Agent State Law Examination
  2001-09-14