Karsten Samuel Kaczmar

Employer firm

Vantage Financial Group CRD 309675

$119M regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 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

• 2018-08-23 → 2020-09-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Roseville, CA
  Roseville, CA
  Roseville, CA
  Gold River, CA
• 2018-06-20 → 2018-07-19
  First Command Advisory Services
  Sacramento, CA
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2018-06-06

Other Names

• Karsten Samuel Kaczmar
• Karsten Kaczmar