Joel Parker Kasten

Current Employers

Employment History

• 05/2014 → 04/2022
  Bankers Life And Casualty
  Waterloo, IA
• 02/2021 → Present
  Pipac
  Cedar Falls, IA
• 06/2022 → Present
  World Equity Group
  Arlington Heights, IL
• 02/2023 → Present
  Dba The Retirement Team (Ryan Shumaker
  Lawrence, KS

Previous Registrations

• 2023-01-05 → 2025-04-07
  World Equity Group, Inc.
  Topeka, KS
  Schaumburg, IL
  Lawrence, KS

Other Businesses

1. PIPAC Health & Life Brokerage/Not Investment Related/1304 Technology Pkwy #200, Cedar Falls, IA 50613/Renewal Commission from Medicare Supplements sold previously/Insurance Producer/Insurance Producer relationship with PIPAC/02/01/2021/Zero/Zero/Previously sold Medicare supplements through PIPAC. Currently no responsibilities or duties relating to this outside business. 2. Independent Health/Life/Annuity Insurance Agent; Not Investment related; 5204 Harvard Rd, Lawrence, KS, 66049; Nature of OBA: Independent consulting and assistant to Ryan Shumaker for sale of life, health and annuity products.; Posn/Title: Independent Producer/Contractor; Start Date: 01/20/23; Approx No of Hrs/Mth for OBA: 10 Hrs; Approx Hrs/Mth to OBA during trading hrs: 10 Hrs; Duties: Independent consulting and assistant to Ryan Shumaker for sale of life, health, and annuity products. 3. Trustee for Mitch and Rachel Alle (Brother and Sister-in-Law); Not Investment related; 5204 Harvard Rd, Lawrence, KS, 66049; Nature of OBA:I am the listed trustee for my brother and sister in law's trust; Posn/Title: Trustee; Start Date: 10/01/24; Approx No of Hrs/Mth for OBA: 0 Hrs; Approx Hrs/Mth to OBA during trading hrs: 0 Hrs; Duties: In the event that my brother and sister in law pass away I will act as the trustee for their trust. 4. Retirement Portfolios, LLC; Yes, Investment Related; 1429 Oread W. Dr #110A, Lawrence, KS, 66049; Nature of OBA: Registered Investment Advisor; Posn/Title: Investment advisor representative; Start Date: 01/13/2025; Approx Hrs/Mth towards OBA: 100 Hrs; Hrs/Mth during trading Hrs: 100Hrs; Duties towards the OBA: Investment advising.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-02

Other Names

• Joel Kasten