Vantage Financial Group

Vantage Financial Group (CRD# 309675) is a financial advisory firm headquartered in Auburn, CA. They manage $67,071,670 in 520 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
164 Maple St., Suite 1, Auburn, CA 95603
https://www.facebook.com/groups/1122098731897844
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    520
    ACCOUNTS
  • Average Account Value
    $128,984
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR

Financial Advisors at Vantage Financial Group
Showing 1 - 3 of 3 top financial advisors.
1
Mark Cuniberti, financial advisor Auburn CA
Mark C. Cuniberti
CRD#: 6516052
164 Maple St., Suite 1, Auburn, CA 95603

Mark Cuniberti (CRD# 6516052) is an Investment Advisor Representative working at Vantage Financial Group in Auburn, CA and has over 8 years of experience in the finance industry.

2
Jess Hudson, financial advisor Auburn CA
Jess R. Hudson
CRD#: 5676030
164 Maple St., Suite 1, Auburn, CA 95603

Jess Hudson (CRD# 5676030) is an Investment Advisor Representative working at Vantage Financial Group in Auburn, CA and has over 6 years of experience in the finance industry.

3
Karsten Kaczmar, financial advisor Auburn CA
Karsten S. Kaczmar
CRD#: 6809028
164 Maple St., Suite 1, Auburn, CA 95603

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. 

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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