Kenneth Shotsberger
Investment adviser representative at Victory Financial
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Victory FinancialJun 2024 to now
- Victory Financial GroupMay 2024 to now
- Equitable Advisors, LLCAug 2017 to Apr 2024
- AXA Advisors, LLCAug 2017 to Jun 2020
- Allstate Insurance CoJul 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 6186517
- Firm CRD
- 324943