This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

VESTGEN ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 22, 1982earliest registration or exam on IAPD

Years in industry

43derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Oct 22, 1982

First registration

Dec 19, 1997

Dual registered

yes, broker-dealer

Other names

KATHLEEN ANN KARCZEWSKI

IAPD individual key

731167

• Occurred

  Dec 3, 2024
  Advisor changed firm

  Kathleen Ann Gfrorer left Lpl Financial Llc for Vestgen Advisors, Llc (registered 2024-10-18)

  Form ADVobserved 5 days ago
• Occurred

  Apr 22, 2024
  Advisor changed firm

  Kathleen Ann Gfrorer left Landmark Capital Inc. for Lpl Financial Llc (registered 2023-03-24)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f909d350-fab7-ee97-c401-96747f0ff206

First observed

Dec 19, 1997

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.