Cody W. Stansell
VICTORY FINANCIAL
Coppell, TX
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CRD#: 5818858
Professional summary
Cody W Stansell, CFP®, who also goes by Cody Wilson Stansell, is a registered financial advisor currently at VICTORY FINANCIAL located in Coppell, Texas.
Cody is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Cody has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cody Wilson Stansell
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.
(1)Name of Business: Address: 2601 Network Blvd, Frisco, TX, 75034, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/28/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sold Policy (2)Name of Business: Sage Spring Wealth Partners Address: 2601 Network Blvd Ste 101, Frisco, TX, 75034-9071, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor. W-2 Employee (3)Name of Business: SageSpring Wealth Partners Address: 2601 Network Blvd Ste 101, Frisco, TX, 75034, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (4)Name of Business: Southwestern Investment Group Address: 2601 Network Blvd, Frisco, TX, 75034, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: Yes Start Date: 04/07/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (5)Name of Business: Stansell Wealth Team Address: 2601 Network Blvd Ste 101, Frisco, TX, 75034, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 12/09/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
CRS (Client Relationship Summary) - RIA
Click below to view Cody W Stansell's 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®
Start date: 2016
Experience
Current
October 8, 2024 - Present
VICTORY FINANCIAL
RIA
CRD#: 324943
Coppell, TX
Past
March 27, 2019 - October 7, 2024
SAGESPRING WEALTH PARTNERS
RIA
CRD#: 283515
frisco, TX
Past
January 31, 2019 - October 16, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
FRISCO, 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.Highlighted states indicate IAR registrations
IAR
Texas(10/8/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/31/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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 (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,210 |
| AUM (Assets Under Management) | $ 687,641,583 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
