Anita Tierra Niefeldt
Investment adviser representative at Victory Financial
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Victory FinancialSep 2024 to now
- Victory Financial GroupSep 2024 to now
- Fidelity InvestmentsOct 2017 to Sep 2024
- Fidelity Brokerage Services LLCNov 2016 to Oct 2017
- Charles Schwab & Co., Inc.Aug 2008 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Victory Financial
Legal name: Victory Financial Group LLC
$1.3BAssets managed
3,003Clients
56Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5329067
- Firm CRD
- 324943