Ronald Bernard Wiser

Current Employers

Employment History

• 01/1967 → Present
  Western Reserve Life Ins
  Clearwater, FL
• 04/2002 → Present
  Chicago Ave Leasing
  Kalamazoo , MI
• 04/2016 → Present
  Kestra Investment Services, Llc
  Kalamazoo, MI
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Kalamazoo, MI

Previous Registrations

• 2001-12-31 → 2016-05-07
  Transamerica Financial Advisors, Llc
  St. Petersburg, FL
  Kalamazoo, MI
  St. Petersburg, FL
  Bryan, OH

Other Businesses

Business Name: Wiser Financial Group Investment Related: Yes Address: 6100 Stadium Dr Kalamazoo MI 49009 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Certified Financial Planner Start Date: 1/1/2007 Hours per month: 51% - 60% (81 - 96 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: Financial planning with clients - sales and service. Produce weekly radio program.Business Name: Ronald B. Wiser Management, LLC Investment Related: No Address: 6100 Stadium Dr Kalamazoo MI 49009 Nature of Business: Other Other/None of the Above LLC maintains personal homes, property and functions of Ron and Ruth Wiser. Not investment related Position, Title or Relationship: Owner of LLC Start Date: 1/1/2007 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Oversee all activitiesBusiness Name: Chicago Avenue, LLC Investment Related: No Address: 6100 Stadium Dr Kalamazoo MI 49009 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 4/8/2004 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: Maintain properties, maintain relationships with management companies, accountant, bankerBusiness Name: Michigan Education Trust - Board Member Investment Related: No Address: 430 West Allegan St Lansing MI 48909 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: general board member Start Date: 11/20/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Oversee program administrationBusiness Name: Old Harbor Village Condo Association Investment Related: No Address: 515 Williams Street South Haven MI 49090 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board member - President Start Date: 1/1/2007 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Oversee activities of condo association management. Make decisions regarding properties, improvements, dues, rules.Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-07
• S63 Uniform Securities Agent State Law Examination
  1991-12-10

Designations