Karsten Kaczmar
CRD Number: 6809028
Current Firm: Vantage Financial Group
Compensation Model: Fee Only
Karsten Kaczmar (CRD# 6809028) is an Investment Advisor Representative working at Vantage Financial Group in Auburn, CA and has over 3 years of experience in the finance industry. He services clients all around the United States. He works primarily with individuals looking to prioritize social-impact investing while simultaneously acheiving their financial goals.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vantage Financial Group | Auburn, CA | Sep 2020 - Current | 3 |
| Uber | Sacramento, CA | Jun 2014 - Feb 2022 | 7 |
| Lyft | Sacramento, CA | May 2014 - Feb 2022 | 7 |
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Roseville, CA | Aug 2018 - Sep 2020 | 2 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Jun 2018 - Jul 2018 | < 1 |
| First Command Advisory Services, Inc. | Fort Worth, TX | Jun 2018 - Jul 2018 | < 1 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Jun 2017 - Jun 2018 | 1 |
| Zesty | San Francisco, CA | Jan 2016 - Jun 2016 | < 1 |
| Sidecar | San Francisco, CA | Nov 2014 - Dec 2015 | 1 |
| Center For Autism And Related Disorders | Sacramento, CA | Mar 2014 - Dec 2015 | 1 |
| Postmates | Sacramento, CA | Aug 2015 - Oct 2015 | < 1 |
| Tutor Doctor | Sacramento, CA | Sep 2012 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- CA
- OR
-
Total Assets Under Management67MILLIONS
-
Total Number of Accounts520ACCOUNTS
-
Average Account Value$128,984
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, OR
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hudson Financial Services, Inc. DBA Vantage Financial Group and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Hudson Financial Services, Inc. DBA Vantage Financial Group a Registered Investment Advisor in the State of California. Being registered as a registered investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through independent agents. CA License # 0L34249.
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