Kasy Arnold Pechler

Current Employers

Employment History

• 09/2023 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 09/2023 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 01/2017 → Present
  Lifetime Planning
  Fairport, NY
• 01/2015 → 01/2017
  Ganondagan
  Victor, NY
• 09/2021 → 09/2024
  Tom's Pro Bike
  Victor, NY
• 08/2018 → 06/2019
  Fedex
  Farmington, NY
• 02/2016 → 08/2018
  Country Club Car Wash
  Farmington, NY

Other Businesses

(1) Lifetime Planning, Inc.; DBA; Investment Related; 6800 Pittsford-Palmyra Rd, Fairport, NY 14450; Financial Planning; Salesperson; Sales & service of life, disability & LTC insurance as well as investment advisory accounts; Start 11/2018; 80 hrs./mo., 0 during trading. (2) Fixed Insurance; Not investment related; 6800 Pittsford-Palmyra Rd, Fairport, NY 14450; Fixed insurance sales; Salesperson; Advise clients on purchase of fixed life, annuity, disability & LTC; Start 11/2018; 20 hrs./mo., 0 during trading. (3) Bowerman Farm; Farm and barn rental; 452 Bowerman Rd Farmington NY 14425???????; Not investment related; Farmer; Start Date:  8/7/2025; 5 hours/month during trading (4) Farmington Environmental Conservation Board; Not Investment Related; 1000 County Rd 8 Farmington NY 14425???????; An appointed position that gives advice on management and protection of Farmington's natural resources; Board Member; Start 8/19/2025; 0 hours/month during trading (5) Pechler Land Company, LLC; Not Investment Related; 452 Bowerman Rd, Farmington, NY 14425; Land leasing for agriculture; General Partner; 4/2026; 1 hr/mo during trading hrs; Manage lease agreements with agriculture tenants.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-10-31
• S65 Uniform Investment Adviser Law Examination
  2023-08-15

Other Names

• Kasy Arnold Pechler
• Kasy Pechler