Investment Advisor Representative

Office and Compliance Manager

Karsten Kaczmar

Karsten Kaczmar  brings together his multiple fields of educational training in Finance, Psychology, and Literature to arrive at a unique, people-focused advisory approach. He began in the finance industry as a commission based advisor, then transitioned to Merrill Lynch, but found that neither company fully allowed him to care for his clients at the level of service he sought to achieve.

His focus has always been conflict-free, client-focused advice. When the opportunity arose to partner with Jess Hudson at Vantage, he knew immediately it was the right fit.

 

Karsten feels that as a strictly fee-based IAR, he now has the best "job" in the industry. He's able to help his clients transform their financial lives and reach their goals without feeling the conflict of commissions—or the need to give cookie-cutter portfolios and answers like one might receive at a larger corporate firm. 

Karsten serves as Office and Compliance Manager for Vantage Financial Group and  manages his own book of clients.