Corey P. Kaster

1B - INBUNDANCE WEALTH MANAGEMENT

Portland, OR

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CRD#: 5097490

Professional summary

Corey Peter Kaster is a registered financial advisor currently at 1B - INBUNDANCE WEALTH MANAGEMENT located in Portland, Oregon.

Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Corey has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Sole proprietor renting two rooms in residence on Airbnb. Not investment related. NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0. Start 7/1/15. Sole proprietor renting pool at residence through Swimply. Not investment related. Start 8/1/15. Retal Rockstar, LLC. President. Property management, short term rental management. Entity paused with no income currently. Start 1/24/19. Gaylabration, Inc. President. Actively raise funds to support LGBTQ community through charity dance events. POSITION: Operations Manager/Sponsor Coordinator NATURE: Gaylabration actively raises funds to support the LGBTQ Community's health, education, safety, and equality via charity dance events. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 1/1/10. HOA.com - founding royalty member - .05% royalties on company top line revenue over next 6 years. Company helps homeowners find home service professionals. I am compensated 10-20% on memberships of members I recruit

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey Peter Kaster's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 2, 2022 - Present

1B - INBUNDANCE WEALTH MANAGEMENT

RIA

CRD#: 321967

Portland, OR

Past

June 25, 2020 - May 31, 2022

FIRST HEARTLAND CAPITAL, INC.

CRD#: 32460

Portland, OR

Past

March 19, 2012 - May 7, 2019

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

PORTLAND, OR

Past

February 14, 2006 - June 14, 2011

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

PORTLAND, OR

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(8/2/2022)

IAR

Washington
(9/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/21/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/27/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/13/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

1B - INBUNDANCE WEALTH MANAGEMENT

1B - INBUNDANCE WEALTH MANAGEMENT | INBUNDANCE, LLC

CRD#: 321967 / SEC#:

Oregon

Registered Investment Advisory firm - (8/2/2022 Approved)

Washington

Registered Investment Advisory firm - (9/19/2024 Approved)

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Contact information

Main Address

Portland, OR

Mailing Address

4784 N. Lombard St. Suite B #5021, Portland, OR 97203

Phone number

(503) 419-6421

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	85
AUM (Assets Under Management)	$ 6,656,126

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Corey P. Kaster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey Peter Kaster's CRS (Customer Relationship Summary).

Certified licenses

Experience

1B - INBUNDANCE WEALTH MANAGEMENT

FIRST HEARTLAND CAPITAL, INC.

FARMERS FINANCIAL SOLUTIONS, LLC

FARMERS FINANCIAL SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/21/2022

Series 63

Date: 3/27/2006

SIE

Date: 10/1/2018

Series 6

Date: 2/13/2006

Current Firm

1B - INBUNDANCE WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

1B - INBUNDANCE WEALTH MANAGEMENT

TRUST BUT VERIFY

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