Alexander Kerry Kistler

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2024 → 01/2025
  Rk Financial Inc
  Berne, IN
• 08/2020 → 01/2024
  Designs By Sundown (Mariani)
  Littleton, CO
• 05/2018 → 08/2020
  Dhm Design
  Denver, CO
• 08/2013 → 05/2018
  University Of Kentucky
  Lexington, KY
• 10/2024 → Present
  Osaic Wealth Inc
  Berne, IN
• 01/2025 → Present
  Rk Financial
  Berne, IN

Other Businesses

1. SUMMIT 2 SHORES POSITION: Owner and Property Manager NATURE: Partnership A property management company that assists in managing residential real estate investment properties. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2020 ADDRESS: 1452 Ivy St, Denver CO 80220, United States DESCRIPTION: I manage my own personal investment properties located in Denver, CO and Indianapolis, IN. I also assist in managing an investment property owned by a family member. My wife and I own 5 investment properties (4 in Denver, CO and 1 in Indianapolis, IN). These properties are mortgaged and titled in our personal names. Summit 2 Shores is a partnership between Alexander and Elizabeth Kistler, each with 50% ownership. Summit 2 Shores manages our personal investment properties as well as one family member`s investment property in TN. Managing duties include: Listing and advertising the investment properties to potential renters. Securing tenants and coordinating lease agreements. Collecting rent payments. Communicating with current and potential tenants. Scheduling property maintenance and cleanings. A large majority of the tasks performed by Summit 2 Shores are automated through online applications and platforms.

Exams

• S66 Uniform Combined State Law Examination
  2024-12-31

Other Names

• Alex Kistler