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Don Freeman Kizer

Osaic Wealth, Inc.

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About Don Freeman Kizer

Don Freeman Kizer is a financial advisor in Scottsdale, Arizona, and has been in the industry since February 5, 1997. Don is currently registered with Osaic Wealth, Inc. and has held previous positions at Securities America, Inc., LPL Financial Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, NYLIFE Securities Inc. and PRUCO Securities Corporation. Don has several certifications including Series 6, Series 63, Series 65, and SIE. Don works with a variety of client types, including individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Don is also a registered Investment Advisor representative in South Carolina.

Firm Information

Don Kizer is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Don Kizer’s Registration & Firm History

AZ

09/18/2017 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

SC

09/13/2008 - 08/02/2011

SECURITIES AMERICA, INC. (GREENVILLE SC)

SC

12/05/2006 - 09/15/2008

LPL FINANCIAL CORPORATION (GREENVILLE SC)

SC

08/09/2002 - 12/07/2006

SECURITIES AMERICA, INC. (GREENVILLE SC)

MA

02/15/2000 - 08/13/2002

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/15/2000 - 08/13/2002

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

08/26/1997 - 01/20/2000

NYLIFE SECURITIES INC. (NEW YORK NY)

NJ

12/11/1996 - 07/24/1997

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 09/11/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/05/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Don Freeman Kizer. Review regulatory record here.
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