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Robert Lane Dahse

Robert L. Dahse

VICTORY FINANCIAL
Austin, TX 78730
Some features on this profile are disabled
CRD#: 4511017
Robert Lane Dahse

Professional summary

Robert Lane Dahse, CFP®, who also goes by Rob L. Dahse, is a registered financial advisor currently at VICTORY FINANCIAL located in Austin, Texas and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Robert has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rob L. Dahse

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lane Dahse's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2022

Experience

Current

March 23, 2026 - Present

VICTORY FINANCIAL

Office #1: 6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730
RIA
CRD#: 324943
Austin, TX
Current

March 16, 2026 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 80 State Street, Albany, NY 12207Office #2: 589 North Fm 1626 Suite 301, Buda, TX 78610
BD
CRD#: 35747
ALBANY, NY
Past

April 22, 2013 - March 17, 2026

ISC ADVISORS, INC.

RIA
CRD#: 166586
Buda, TX
Past

November 8, 2012 - December 31, 2013

INSTITUTIONAL SECURITIES CORPORATION

RIA
CRD#: 20291
Buda, TX
Past

September 7, 2012 - March 17, 2026

INSTITUTIONAL SECURITIES CORPORATION

BD
CRD#: 20291
Buda, TX
Past

July 11, 2005 - October 26, 2011

PLANMEMBER SECURITIES CORPORATION

RIA
CRD#: 11869
KYLE, TX
Past

March 21, 2002 - July 22, 2011

PLANMEMBER SECURITIES CORPORATION

BD
CRD#: 11869
KYLE, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VF
VICTORY FINANCIAL
CAPITALWISE | VIRIDIAN WEALTH MANAGEMENT | VICTORY FINANCIAL GROUP LLC | VICTORY FINANCIAL GROUP AND INSURANCE SERVICES | VICTORY FINANCIAL | TRUSTLOVE CAPITAL LLC | STEADFAST WEALTH PLANNING | STANSELL WEALTH | L5 WEALTH PLANNING | KILMER FINANCIAL | CRÈME WEALTH

CRD#: 324943 / SEC#: 801-127385

RIA
Registered Investment Advisory firm - (2/24/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(3/23/2026)
IAR
Texas
(3/23/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/9/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/22/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/20/2002
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

VF
VICTORY FINANCIAL
CAPITALWISE | VIRIDIAN WEALTH MANAGEMENT | VICTORY FINANCIAL GROUP LLC | VICTORY FINANCIAL GROUP AND INSURANCE SERVICES | VICTORY FINANCIAL | TRUSTLOVE CAPITAL LLC | STEADFAST WEALTH PLANNING | STANSELL WEALTH | L5 WEALTH PLANNING | KILMER FINANCIAL | CRÈME WEALTH

CRD#: 324943 / SEC#: 801-127385

RIA
Registered Investment Advisory firm - (2/24/2023 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730
Mailing Address
Phone number
(512) 763-7671
Established
Firm type
Fiscal year end
# of Employees
39

SEC notice filing (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR VICTORY FINANCIAL GROUP LLC (11/3/2025)

Regulatory assets under management

Total Number of Accounts4,210
AUM (Assets Under Management)$ 687,641,583

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VICTORY FINANCIAL

CRD#: 324943Austin, TX 78730

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