A complete list of active advisors currently associated with Vantage Financial Group

Warmer can help you find a great advisor at Vantage Financial Group or one who fits your needs even better.

Vantage Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals (including high-net-worth clients), as well as to corporations and business entities. The firm offers both one-time and ongoing planning consultations and also conducts public seminars and workshops on investment and service topics. Portfolios and plans are built around each client’s stated goals, time horizon, and risk tolerance, with investment selection informed by fundamental and technical analysis and periodic account reviews (typically quarterly). Vantage manages accounts on a discretionary basis and provides ERISA plan services, acting either as a limited-scope 3(21) advisor or as a discretionary 3(38) investment manager depending on the client engagement. Unlike most peers, the firm regularly holds public educational seminars and workshops, and its advisory representatives are licensed to sell insurance products—an affiliation and source of external compensation that the brochure discloses and says is managed through policies and fiduciary obligations. The firm reports roughly $118 million in discretionary assets under management and combines retail wealth management with plan-level fiduciary services, creating a hybrid service mix that some prospective clients may find distinctive.

To learn more about the advisors currently working at Vantage Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Vantage Financial Group's office locations.

Name	Location	Years of experience
Mark Cuniberti	Auburn, CA	11
Jess Hudson	Auburn, CA	9
Karsten Kaczmar	Springfield, OR	8
Timothy Steele	Auburn, CA	5

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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