Garland Brent Kizer, CFP® established Kizer Financial Services, lnc. (Now Kizer and Associates) in 1999 after a 23-year career as the generaI manager of an aerospace parts distribution company. The practice was formed to help people develop financial plans that serve as a guide through retirement and help them realize their dreams. Brent and his Associates also function as a "Family CFO™" by guiding families through the myriad of financial situations they encounter with advice and guidance.
Brent has securities series 7, 63 and 65 registrations in addition to life, health and long term care insurance licenses. In 2008, he completed his course work and examination to achieve the designation of CERTIFIED FINANCIAL PLANNER™ professional. He has also been named a Five Star Wealth Manager in Chicago Magazine every year from 2014 through the present year. He is an Investment Advisor Representative with Cetera Advisor Networks LLC, member FINRA/SIPC.
After graduating from Prospect High School, Brent earned his Bachelor of Science degree in Economics and Business from MacMurray College and his MBA from Keller Graduate School of Management.
He currently resides in Bartlett with his wife Sherry and son Brian. His daughter Samantha resides in Michigan where she remained after college graduation. Brent currently serves as a Trustee for the THSD 214 Foundation as well as a Lifetime Trustee of MacMurray College.
* Five Star Professional, as a third-party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the [market] area to gather wealth manager nominations. Award candidates were then evaluated against 10 objective eligibility and evaluation criteria: 1) Credentialed as an investment advisory representative (IAR), a FINRA-registered representative, a CPA or a licensed attorney; 2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) Favorable regulatory and complaint history review; 4) Fulfilled their firm review based on internal firm standards; 5) Accepting new clients; 6) One-year client retention rate; 7) Five-year client retention rate; 8) Non-institutionalized discretionary and/or non-discretionary client assets administered; 9) Number of client households served; 10) Educational and professional designations. [Number of award candidates] wealth managers in the [market] area were considered for the award. [Number of award winners] were named [Year] Five Star Wealth Managers which represents less than 7 percent of the total wealth managers in the area. Wealth managers do not pay a fee to be considered or placed on the final list of [Year] Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. For more information find the Five Star criteria here. This award is not representative of actual client experiences or outcomes, and is not indicative of any past, present, or future investment performance. Companies awarded the Five Star Wealth Manger Award may subsequently purchase a marketing package.