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Charles M. Munsell

Victory Financial

Austin, TX

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Current Employers
Victory Financial

6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-17
  • TX RA
    APPROVED
    Since 2026-03-17

Branch Locations

6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Advisory Financial Spring Branch TX 09/2004 Present
Institutional Securities Corp Dallas TX 06/2013 03/2026
Self Employed Spring Branch TX 06/2007 Present
Texas University Interscholastic League Spring Branch TX 01/1982 Present
Dahse Financial Group Buda TX 06/2014 02/2026
Victory Financial Group Austin TX 03/2026 Present
Purshe Kaplan Sterling Investments Albany NY 03/2026 Present
  • 09/2004 → Present
    Independent Advisory Financial
    Spring Branch, TX
  • 06/2013 → 03/2026
    Institutional Securities Corp
    Dallas, TX
  • 06/2007 → Present
    Self Employed
    Spring Branch, TX
  • 01/1982 → Present
    Texas University Interscholastic League
    Spring Branch, TX
  • 06/2014 → 02/2026
    Dahse Financial Group
    Buda, TX
  • 03/2026 → Present
    Victory Financial Group
    Austin, TX
  • 03/2026 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
Other Businesses

1) Victory Financial group dba Dahse Financial Group. Investment Related. At Registered Location. RIA. IAR; 03/2026. 150. 120 during securities trading hours. IAR. 2) Fixed Insurance. Non-Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. 03/2026. 5. 5 during securities trading hours. Sales of Fixed/Traditional Insurance products. 3) Texas University Interscholastic league. Non-Investment Related. 154 Windmill Circle Spring Branch, TX 78070. Consulting Services. TMAA Certified Judge. 08/1984. 10. 0 during securities trading hours. I am hired to adjudicate public and private school music activities and serve as a consultant for individual music groups.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-29
S63 Uniform Securities Agent State Law Examination 2014-04-25
  • S65 Uniform Investment Adviser Law Examination
    2015-06-29
  • S63 Uniform Securities Agent State Law Examination
    2014-04-25
Other Names
  • Charlie Munsell

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