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Alexander Kerry Kistler

Osaic Wealth, Inc.

Bluffton, IN

Berne, IN

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-01-01
  • IN RA
    APPROVED
    Since 2025-01-01

Branch Locations

110 W Cherry St, Bluffton, IN 46714 • United States

806 Us 27 N, Berne, IN 46711 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rk Financial Inc Berne IN 01/2024 01/2025
Designs By Sundown (Mariani) Littleton CO 08/2020 01/2024
Dhm Design Denver CO 05/2018 08/2020
University Of Kentucky Lexington KY 08/2013 05/2018
Osaic Wealth Inc Berne IN 10/2024 Present
Rk Financial Berne IN 01/2025 Present
  • 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
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-31
  • S66 Uniform Combined State Law Examination
    2024-12-31
Other Names
  • Alex Kistler

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