Charles M. Munsell
Investment adviser representative at Victory Financial
44 yearsExperience
1 stateRegistered in
$1.3BFirm assets
3 yearsFirm in business
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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
44 years in the industry.
- Victory FinancialMar 2026 to now
- Purshe Kaplan Sterling InvestmentsMar 2026 to now
- Victory Financial GroupMar 2026 to now
- Self EmployedJun 2007 to now
- Independent Advisory FinancialSep 2004 to now
- Texas University Interscholastic LeagueJan 1982 to now
- Dahse Financial GroupJun 2014 to Feb 2026
- Institutional Securities CorpJun 2013 to Mar 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
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
- 5822806
- Firm CRD
- 324943