Karsten Kaczmar has been an investment adviser representative at Hudson Financial Services since September 2020, and is not listed among the firm’s executive officers or direct owners.
Hudson Financial Services, Inc. is an Auburn, CA firm with $119M under management, 451 clients and 4 advisers across 2 offices, as of its May 2026 filing.
Karsten Kaczmar is Office and Compliance Manager of Vantage Financial Group, based in Auburn, California. He works as a fee-based Investment Advisor Representative and heads ESG and Social Impact Research at Vantage. He began in finance as a commission-based advisor and then moved to Merrill Lynch.
Karsten Kaczmar’s longest registration is the current one, 6 years at Hudson Financial Services since 2020. Before joining Hudson Financial Services in 2020, Karsten Kaczmar was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and First Command Advisory Services.
- Vantage Financial GroupCurrent– present · 6 yearsSpringfield, OR · Adviser representative · Firm CRD 309675
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsGold River, CA · Adviser representative · Firm CRD 7691
- First Command Advisory Services– · under a yearSacramento, CA · Adviser representative · Firm CRD 281958
Investment adviser representative registrations
Karsten Kaczmar is registered as an investment adviser representative in 2 states. The first approvals date from September 2020; the most recent is Oregon, in May 2023.
- CaliforniaSince 22 September 2020
- OregonSince 5 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 June 2018 |
| Series 7 | General Securities Representative Examination | 3 May 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Karsten Samuel Kaczmar
- CRD
- 6809028
- Firm
- Hudson Financial Services · CRD 309675
- Office
- Springfield, OR
- Registration
- Investment adviser registration
- In the industry since
- June 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vantageauburn.com
Where does Karsten Kaczmar work?
Karsten Kaczmar is an investment adviser representative registered through Hudson Financial Services, Inc. since September 2020, and is not listed among the firm’s executive officers or direct owners.
Is Karsten Kaczmar a financial advisor?
Yes. Karsten Kaczmar has a current investment-adviser registration in California and Oregon, through Hudson Financial Services since September 2020.
How many years of experience does Karsten Kaczmar have?
Karsten Kaczmar has 8 years in the financial industry, since June 2018, across 3 adviser firms.
What exams has Karsten Kaczmar passed?
Karsten Kaczmar has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2018. FINRA credited Karsten Kaczmar with the SIE, which began in October 2018.
Where did Karsten Kaczmar work before Hudson Financial Services?
Before Hudson Financial Services, Karsten Kaczmar was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, August 2018 to September 2020; First Command Advisory Services, June 2018 to July 2018.
Where is Karsten Kaczmar based?
Karsten Kaczmar’s registered office is in Springfield, OR.
Is Karsten Kaczmar registered with FINRA?
No. Karsten Kaczmar has no current broker registration.
How can I verify Karsten Kaczmar’s record?
Search CRD 6809028 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Karsten Kaczmar’s full registration record.
