News/Blog

Scaling New Heights: The Warren Brothers’ Transformative Year with Victory Financial Group
Scaling New Heights: The Warren Brothers’ Transformative Year with Victory Financial Group
One year ago, Andy and Peter Warren embarked on a bold new chapter in their careers, joining Victory Financial Group to embrace the independence they desired in the financial advisory landscape. In a recent interview, the brothers reflected on their extraordinary journey, which serves as a powerful example of how the right move, coupled with dedication and vision, can revolutionize a financial advisory practice.
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2024 Q3 Newsletter
2024 Q3 Newsletter
We launched Victory Financial in May 2023, and it has been an incredible 18 months! We’ve gone from three founding advisors with $150M of AUM to 26 in multiple states with close to $700M and are projecting to hit $1B by our two-year anniversary in May next year.
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Celebrating Success: Rodney Tracer & Dan Paschke’s Breakthrough Year with Victory Financial Group
Celebrating Success: Rodney Tracer & Dan Paschke’s Breakthrough Year with Victory Financial Group
Rodney Tracer and Dan Paschke are celebrating a transformative year since joining Victory Financial Group as independent advisors, where they’ve found newfound freedom and control over their businesses. Since joining, both have doubled their Assets Under Management (AUM) and seen significant increases in revenue, with Gross Dealer Concessions (GDC) up around 100% for both. With fewer administrative barriers and a more streamlined approach, they’ve been able to focus on what truly matters—building stronger client relationships and scaling their practices. Their success stories highlight how Victory Financial empowers advisors to take their careers to the next level.
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Appropriately licensed individuals are registered to offer Investment Advisory Services through Victory Financial Group, LLC (“VFG”), an SEC Registered Investment Adviser. VFG does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel. This site is published for residents of the United States only. Investment Advisor Representatives of VFG may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the VFG Compliance Department at (512) 763-7671.These materials have been independently produced by Victory Financial Group. Victory Financial Group is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Victory Financial Group provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.