Don Kizer
Don Kizer is a registered investment advisor at Osaic Wealth, INC., based in Greenville, SC, with 29 years of industry experience. Don operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
503 A West Butler Road, Greenville, SC, 29607
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2014Other Business ActivitiesSells Insurance
Don is an agent/representative for Wealthbrook Advisors, offering fixed insurance products including term life, universal life, long-term care, and whole life. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America, INC.Broker
LPL Financial CorporationBroker
Securities America, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Nylife Securities INC.Broker
Pruco Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.