Randall Kerry Kistler

Current Employers

Employment History

• 05/2012 → 11/2016
  National Planning Corporation
  Berne, IN
• 11/2016 → 01/2024
  Woodbury Financial Services Inc
  Berne, IN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Berne, IN

Previous Registrations

• 2021-08-19 → 2024-01-19
  Woodbury Financial Services, Inc.
  Berne, IN
  College Grove, TN
  Berne, IN

Other Businesses

1. RK FINANCIAL POSITION: president NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2017 ADDRESS: 806 Us 27 N, Berne IN 46711, United States; DESCRIPTION: offer fixed insurance products 2. EXCLUSIVE INSURANCE BROKERAGE POSITION: agent NATURE: insurance agency INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/10/2019 ADDRESS: 5142 Clareton Dr, Suite 230, Agoura Hills CA 91301, United States DESCRIPTION: writing fixed life insurance only. 3. SOUTH ADAMS SCHOOLS BUILDING CORP POSITION: President NATURE: This committee was established when the school corporation was building a new school and the property had to be held outside of the school's ownership. The committee is supposed to be leasing the property until the bonds mature. There are no funds that channel through this committee. We are used primarily to sign documents INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/14/2017 ADDRESS: 1075 Starfire Way, Berne IN 46711, United States DESCRIPTION: I sign papers drawn up by the lawyer. 4. KISTLER PROPERTIES POSITION: owner NATURE: Airbnb properties.1. 4705 Hilltop Dr Lynchburg VA 2. 374 Buena Vista Rd Sevierville, TN My son, Alex Kistler, manages these for me. I pay him 25% of the Airbnb income INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: 1260 Mill Pond Rd, Berne IN 46711, United States DESCRIPTION: These are properties that my wife and I purchased for an Airbnb rental. The one in VA my son lived in while in college. when he graduated, we converted to Airbnbthe Tennessee was purchase by me and my wife...however, my son Alex and his wife, Elizabeth plan to buy into a partnership with this investment property 5. R&D CAPTIVE INSURANCE POSITION: President NATURE: My wife and I started a Captive Insurance program for tax planning for our personal returns. There is no client interaction with this INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 806 US 27 N, Berne IN 46711, United States DESCRIPTION: sign forms as needed

Exams

• S66 Uniform Combined State Law Examination
  2021-08-16
• S63 Uniform Securities Agent State Law Examination
  1994-07-19

Other Names

• Randy Kistler