Corey Peter Kaster

Employer firm

1B - Inbundance Wealth Management CRD 321967

$12.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2005 → 05/2019
  Farmers Insurance Group
  Portland, OR
• 03/2012 → 05/2019
  Farmers Financial Solutions
  Portland, OR
• 01/2015 → 05/2019
  Isagenix, Llc.
  Chandler, AZ
• 05/2019 → 06/2020
  Self Employed
  Portland, OR
• 06/2020 → 05/2022
  First Heartland Capital Inc
  Lake St Louis, MO
• 12/2005 → Present
  Ckim Investments Inc. Dba Insurance Masters Nw
  Portland, OR
• 05/2022 → Present
  Inbundance, Llc
  Portland, OR

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-21
• S63 Uniform Securities Agent State Law Examination
  2006-03-27