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Karsten Samuel Kaczmar

Vantage Financial Group

Auburn, CA

Springfield, OR

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Current Employers
Vantage Financial Group

164 Maple St. Suite 1, Auburn, CA 95603 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-02
OR RA APPROVED 2025-01-02
  • CA RA
    APPROVED
    Since 2025-01-02
  • OR RA
    APPROVED
    Since 2025-01-02

Branch Locations

164 Maple St. Suite 1, Auburn, CA 95603 • United States

Springfield, OR • 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
First Command Financial Planning, Inc. Fort Worth TX 06/2017 06/2018
Uber Sacramento CA 06/2014 02/2022
Lyft Sacramento CA 05/2014 02/2022
First Command Financial Planning, Inc. Fort Worth TX 06/2018 07/2018
First Command Advisory Services, Inc. Fort Worth TX 06/2018 07/2018
Merrill Lynch, Pierce, Fenner & Smith, Inc. Roseville CA 08/2018 09/2020
Vantage Financial Group Auburn CA 09/2020 Present
  • 06/2017 → 06/2018
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 06/2014 → 02/2022
    Uber
    Sacramento, CA
  • 05/2014 → 02/2022
    Lyft
    Sacramento, CA
  • 06/2018 → 07/2018
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 06/2018 → 07/2018
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 08/2018 → 09/2020
    Merrill Lynch, Pierce, Fenner & Smith, Inc.
    Roseville, CA
  • 09/2020 → Present
    Vantage Financial Group
    Auburn, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-06
  • S66 Uniform Combined State Law Examination
    2018-06-06
Other Names
  • Karsten Samuel Kaczmar
  • Karsten Kaczmar

View on SEC IAPD

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KATHY L RAY
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ASHLEY BREANNE HALEY
DELWIN ROBERT FREW

Other Offices

NORTHBROOK FINANCIAL GROUP, LLC · AUBURN, CA
FERMATA ADVISORS · Auburn, CA
ALLSTATE FINANCIAL ADVISORS, LLC · AUBURN, CA
EDWARD JONES · AUBURN, CA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · AUBURN, CA
EDWARD JONES · AUBURN, CA
AMERICAN INVESTORS COMPANY · AUBURN, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Auburn, CA

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