Corey P. Kaster
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Corey Peter Kaster's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 2, 2022 - Present
1B - INBUNDANCE WEALTH MANAGEMENT
June 25, 2020 - May 31, 2022
FIRST HEARTLAND CAPITAL, INC.
March 19, 2012 - May 7, 2019
FARMERS FINANCIAL SOLUTIONS, LLC
February 14, 2006 - June 14, 2011
FARMERS FINANCIAL SOLUTIONS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/2/2022)
(9/19/2024)
Exams
Current Firm
1B - INBUNDANCE WEALTH MANAGEMENT
CRD#: 321967 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 114 |
| AUM (Assets Under Management) | $ 12,081,250 |
Red Flags
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