Advisor Story

When Luke Staub thinks back on his first twelve months at Victory Financial Group, he doesn't hide what those early weeks felt like. "In those first few weeks, your whole world's turned upside down," Luke shared. "But if that's the pain and the uncomfortable part I had to go through to get to here, I'd do it ten times over." The year that followed proved him right. Luke has grown his team, moved into a new office space, and built a practice that now serves hundreds of househo

How Ryan Wells built Capitalwise into a growing advisory firm and partnered with Victory Financial to support scaling, team expansion, and long-term success.

Discover how advisor Cody Stansell transitioned from a corporate RIA to independence at Victory Financial, gaining ownership, clarity, and long-term control over his practice.

Discover how advisor Chris Kilmer used independence at Victory Financial to build a transparent, high-touch planning practice focused on real freedom and client care.

One year into independence, Jeremy reflects on the move that transformed his planning, strengthened client relationships, and opened the door to the growth he always knew was possible.

Discover how advisor Andrew Cremé transformed his practice through independence at Victory Financial, gaining ownership, flexibility, and a turnkey planning model.

This advisor success story highlights how Benedict Lee transformed his practice through independence at Victory Financial, achieving greater growth, flexibility, and client-focused planning in his first year.

Advisor Anita Niefeld shares how independence at Victory Financial enabled her to successfully operate abroad for a period of time while continuing to serve U.S. clients.

What shifts when an advisor makes the move to independence? Ken Shotsberger reflects on his first year at Victory Financial - highlighting lessons on transition planning, finding efficiency with Victory Financial’s platform, and the mindset of true business ownership. Ken learned that independence means more flexibility, clearer client experiences, and the ability to design a practice around what matters most.