The Premier Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Premier Advisory Group, LLC is a fee‑based financial planning and advisory firm that primarily serves individual clients, including those characterized as high net worth, and conducts educational seminars for the public. The firm does not custody or directly manage client assets; it provides fixed‑fee financial plans and refers clients to third‑party money managers for discretionary portfolio management.
The firm’s process uses fundamental, technical and cyclical analysis and documents client objectives in Investment Policy Statements or risk‑tolerance instruments; financial plans are typically delivered within 60 days and billed as flat fees ranging from $250 to $2,000. When clients engage third‑party managers (for example, Gradient Investments), Premier acts as liaison, assists with paperwork, reviews quarterly reports, and receives a portion of the third‑party advisory fees rather than executing trades or withdrawing fees directly from client accounts.
Distinctive features disclosed in the brochure include material outside business activities: firm principals conduct insurance agency business and hold ownership in a real estate brokerage, relationships the firm notes may create conflicts of interest and are disclosed to clients. The brochure also discloses an incentive sharing arrangement with a third‑party manager and clarifies that the firm does not vote client proxies or use performance‑based fees, describing policies and fiduciary obligations intended to mitigate related conflicts.
Client services
Expertise
Fee options
Financial planning fixed fees negotiable between $250 and $2,000 based on complexity and client needs
$0+: 2.15% annually (Custom Indexing - Strategic Portfolio, total fee) $0+: 2.00% annually (Strategic Portfolio, total fee) $0+: 1.85% annually (Custom Indexing - Allocation Portfolio, total fee) $0+: 1.70% annually (Allocation & Defined Outcome Portfolio, total fee) $0+: 1.80% annually (Tactical Portfolio, total fee) $0+: 1.70% annually (Defined Outcome Portfolio, total fee) $0+: 1.50% annually (Private Wealth Portfolio, total fee) $0+: 1.00% annually (Preservation Portfolio, total fee) $0+: $300 flat fee annually (Client Directed Accounts)
Minimum fee: Financial Planning Services flat fees, negotiable between $250 and $2,000 based on complexity and client needs Fee-only: Financial planning fixed fees (between $250 and $2,000); No additional management fees by Advisor for third party managed accounts
Main office
11910 Stonegate Drive, \
Omaha NE 68164
Advisors at this office
4
Most active in
Iowa · Nebraska · New Mexico · Texas
Also doing business as
Altman Wealth Management LLC · Premier Wealth Management, LLC · The Premier Advisory Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
William K
Series 63, Series 65
Omaha, NE
The Premier Advisory Group, LLC
William Kizer Jr. is a financial advisor with The Premier Advisory Group, LLC in Omaha, Nebraska, holding Series 63 and Series 65 licenses with nine years of industry experience. He has also been involved with The Premier Group, LLC and William Kizer & Associates, where he serves as a principal and insurance agent. Kizer spends a significant portion of his time working in insurance-related business activities. The Premier Advisory Group, LLC provides fee-based financial planning primarily to individual and high net worth clients, delivering fixed-fee financial plans and referring clients to third-party money managers for discretionary portfolio management. The firm employs fundamental, technical, and cyclical analysis to develop client investment strategies and serves as a liaison with third-party managers.
William A
Series 65
Omaha, NE
The Premier Advisory Group, LLC
William Altman is a Series 65-licensed financial advisor with The Premier Advisory Group, LLC in Omaha, Nebraska, bringing 11 years of industry experience. He has been with The Premier Advisory Group since 2014 and is also involved with TPG Properties, LLC. Outside of advisory work, Altman is an owner and agent in an insurance agency affiliated with The Premier Group, LLC. The Premier Advisory Group provides fee-based financial planning and referral-based advisory services to individual clients. The firm does not manage client portfolios directly but refers clients to third-party money managers while assisting with account paperwork, statement reviews, and ongoing communication.
Andrew G
Series 63, Series 66
Omaha, NE
The Premier Advisory Group, LLC
Andrew Galvin is a financial advisor with The Premier Advisory Group, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Stifel Nicolaus & Co Inc, TD Ameritrade, and Erickson Sederstrom. Outside of financial advising, he is involved in insurance sales and services through The Premier Group, LLC. The Premier Advisory Group provides fee-based financial planning and referral-based advisory services to individual clients, focusing on fixed flat fees rather than managing client assets directly. The firm refers clients to third-party money managers and coordinates client communications without exercising discretionary trading authority.
Jake B
Series 65
Omaha, NE
The Premier Advisory Group, LLC
Jake Blach is a financial advisor at The Premier Advisory Group, LLC in Omaha, NE, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Gallup, Inc. and Union Pacific, as well as a decade as a full-time student. The Premier Advisory Group offers fee-based financial planning and referral-based advisory services to individual clients, focusing on fixed flat fees for plans and coordinating with third-party money managers rather than managing client portfolios directly.
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