Kyle Wardlaw in

Kyle Wardlaw

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President at Victory Financial Group
📍 Austin, Texas, United States

Kyle Wardlaw is the President and CCO of Victory Financial Group, where he focuses on empowering independent advisors. With over 15 years in financial services, including a key leadership role at Lion Street Financial, he is an expert in wealth management and holds FINRA Series 7, 24, 53, and 66 licenses.

He is a graduate of Texas AM University with a degree in Finance. Public records indicate he resides in the Austin, Texas area with his family.

Unique fact: He holds the FINRA Series 53 license, qualifying him as a Municipal Securities Principal, a specialized designation in the industry.

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Experience
10 Years
Current Role
President
Job Level
Mid-senior
Location
Austin, Texas, United States
Personality Overview

How Kyle shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kyle cares about

Advisor Independence
He frequently posts about the benefits for advisors who transition to an independent model, emphasizing the clarity and freedom it provides.
Financial Advisor Equity
He champions a model where advisors have "real ownership" and "actual equity" in their firms, not just symbolic participation.
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Career

Work history

5-2023
President
Victory Financial Group
11-2018 - 5-2023
SVP, Distribution
Lion Street
1-2016 - 11-2018
VP, Investment Products & Advisory Services
Lion Street
Director of Firm Selection
Lion Street
Sales Supervisor
NFP
In the press

Media appearances

Kyle Wardlaw, President at Victory Financial Group - The C‑SUITE .... Featured in YouTube
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Education
Education details unavailable
Texas A&M University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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