Cetera Financial Group

Gary Cook joins Cetera Advisor Networks

Retrieved on: 
Tuesday, July 18, 2023

LOS ANGELES, July 18, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that Gary Cook, CFP®, AIF®, has joined Cetera Advisor Networks via Cetera Wealth Partners. Based in Dallas and serving clients across the country, Cook is an experienced financial planner and investment advisor who was previously affiliated with Voya Retirement Advisory Distribution. Cook provides wide-ranging financial planning and retirement planning services to clients with more than $470 million in assets.*

Key Points: 
  • LOS ANGELES, July 18, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that Gary Cook, CFP®, AIF®, has joined Cetera Advisor Networks via Cetera Wealth Partners .
  • Based in Dallas and serving clients across the country, Cook is an experienced financial planner and investment advisor who was previously affiliated with Voya Retirement Advisory Distribution.
  • The collaborative community culture and industry-leading resources, tools and support make Cetera Wealth Partners an ideal destination to continue growing Cook Financial Services and providing enhanced service to my clients."
  • Cook has worked in the financial planning industry for 36 years, launching Cook Financial Services in 1985.

Finalists Announced for the 17th Annual Invest in Others Awards

Retrieved on: 
Monday, July 17, 2023

ANDOVER, Mass. , July 17, 2023 /PRNewswire/ -- The Invest in Others Charitable Foundation ("Invest in Others") has announced 15 finalists for the 2023 Invest in Others Awards, which will be held on September 20, 2023 at the Westin Boston Seaport District.

Key Points: 
  • , July 17, 2023 /PRNewswire/ -- The Invest in Others Charitable Foundation ("Invest in Others") has announced 15 finalists for the 2023 Invest in Others Awards, which will be held on September 20, 2023 at the Westin Boston Seaport District.
  • Now in its 17th year, the Invest in Others (IiO) Awards program recognizes financial advisors who volunteer their time and talents to support nonprofits helping to make a difference in lives of others.
  • Finalists are selected based on their leadership, dedication, contribution, inspiration and impact on both their designated charities and the communities they serve.
  • To learn more about the finalists and their charitable work, visit investinothers.org/awards and follow #IiOAwards on social media.

Jacob Turley Joins Cetera Financial Specialists

Retrieved on: 
Thursday, July 13, 2023

LOS ANGELES, July 13, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that Jacob Turley* has joined the West division of Cetera Financial Specialists. Turley, who provides financial planning services to clients with nearly $25 million in assets**, was previously affiliated with Avantax Investment Services.

Key Points: 
  • LOS ANGELES, July 13, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that Jacob Turley* has joined the West division of Cetera Financial Specialists.
  • Turley, who provides financial planning services to clients with nearly $25 million in assets**, was previously affiliated with Avantax Investment Services.
  • "Jacob's passion for guiding his clients to achieve their ideal financial future through manageable, tax-smart steps ensure he'll fit in well at CFS," said Ron Krueger, president of CFS.
  • Turley has more than a decade of experience in the financial industry, starting out as a CFP® professional and CPA at American Financial Services before moving to Avantax Investment Services in 2012.

Jonathan Fagan Joins Cetera Advisors

Retrieved on: 
Wednesday, July 12, 2023

LOS ANGELES, July 12, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that Jonathan Fagan* has joined Cetera Advisors by joining Wilde Wealth Management Group. Fagan, who provides financial planning services to clients with nearly $28 million in assets**, was previously affiliated with Northwestern Mutual.

Key Points: 
  • LOS ANGELES, July 12, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that Jonathan Fagan* has joined Cetera Advisors by joining Wilde Wealth Management Group .
  • Fagan, who provides financial planning services to clients with nearly $28 million in assets**, was previously affiliated with Northwestern Mutual.
  • "Jonathan's long history of excellence in the financial services field makes him an ideal fit for both Wilde Wealth and Cetera Advisors," said Trevor Wilde, CEO of Wilde Wealth Management.
  • "We welcome Jonathan to Wilde Wealth and look forward to working together with him to continue delivering the outstanding service Wilde Wealth clients have already come to expect."

Chuck D'Amico joins Cetera Investors

Retrieved on: 
Thursday, July 6, 2023

LOS ANGELES, July 6, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that Chuck D'Amico has joined the Cetera Investors branch in Tampa, Fla. D'Amico, a financial services veteran and longtime financial advisor, joins Cetera Investors from Mass Mutual and provides financial planning services to clients with nearly $70 million in assets.*

Key Points: 
  • LOS ANGELES, July 6, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that Chuck D'Amico has joined the Cetera Investors branch in Tampa, Fla. D'Amico, a financial services veteran and longtime financial advisor, joins Cetera Investors from Mass Mutual and provides financial planning services to clients with nearly $70 million in assets.
  • "Chuck's extensive financial planning experience and dedication to clients make him a perfect fit for the Cetera Investors community," said LeAnn Rummel, president and CEO of Cetera Investment Services.
  • "We are thrilled to welcome Chuck as the latest member of the Cetera Investors family in Tampa and anticipate many shared successes to come."
  • D'Amico joining Cetera Investors represents the latest recruiting win for Cetera communities, which attracted record assets in 2022.

Janet Burke Joins Cetera Advisors

Retrieved on: 
Thursday, June 22, 2023

LOS ANGELES, June 22, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that Senior Financial Advisor Janet Burke*, CRPC**, has affiliated with Cetera Advisors by joining Sunrise Wealth Advisors. Burke, who oversees approximately $50 million in assets under administration as of May 31, 2023, was previously affiliated with Ameriprise Financial Services, LLC (Ameriprise). These assets will now be housed with Cetera Advisors.

Key Points: 
  • Experienced female advisor overseeing $50 million in assets under administration, has joined Cetera from Ameriprise Financial
    LOS ANGELES, June 22, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that Senior Financial Advisor Janet Burke*, CRPC**, has affiliated with Cetera Advisors by joining Sunrise Wealth Advisors.
  • These assets will now be housed with Cetera Advisors.
  • "As a woman in the wealth management field, I'm thrilled to join Cetera, where I feel my unique experiences and voice are both heard and understood," Burke said.
  • "I have no doubt she will make an excellent addition both to the outstanding service already provided by Sunrise Wealth Advisors and to our community of advisors at Cetera."

Ronin Wealth Management Joins Cetera Advisors

Retrieved on: 
Tuesday, June 13, 2023

LOS ANGELES, June 13, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that the advisors of Ronin Wealth Management have joined Cetera Advisors. Managing Director and Wealth Management Advisor Marshall Thomas and Wealth Management Advisor Travis Venable were previously affiliated with LPL Financial and oversee approximately $75 million in assets for high-net-worth clients, as of May 31, 2023.

Key Points: 
  • Team overseeing $75 million in assets under administration serves high-net-worth clients, joins from LPL
    LOS ANGELES, June 13, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that the advisors of Ronin Wealth Management have joined Cetera Advisors.
  • Managing Director and Wealth Management Advisor Marshall Thomas and Wealth Management Advisor Travis Venable were previously affiliated with LPL Financial and oversee approximately $75 million in assets for high-net-worth clients, as of May 31, 2023.
  • "Ronin's refreshing philosophy, coupled with Marshall's history of entrepreneurship and Travis' strength in advisory operation services, makes this firm an ideal fit with Cetera Advisors," said Brett Harrison, president of Cetera Advisors.
  • "We welcome Ronin Wealth Management and look forward to collaborating to achieve success both for the firm and its clients."

The State Bank Selects Ameriprise Financial to Manage its Investment Program

Retrieved on: 
Thursday, June 8, 2023

Ameriprise Financial (NYSE: AMP) today announced The State Bank, an independently owned bank with more than $1.75 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from Cetera Financial Group.

Key Points: 
  • Ameriprise Financial (NYSE: AMP) today announced The State Bank, an independently owned bank with more than $1.75 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from Cetera Financial Group.
  • “Our new partnership with Ameriprise Financial is founded on our shared focus on providing an excellent client experience,” said Ronald Justice, President & CEO of The State Bank.
  • The State Wealth Advisors is led by program manager Tom Hufton, Vice President of Wealth Management and Trust Services at The State Bank.
  • “We’re thrilled to partner with The State Bank to help their clients achieve their financial goals with more confidence,” said Jay McAnelly, Group Vice President, Ameriprise Financial Institutions Group.

Cetera Recognized as Finalist for Record Six 'Wealthies' Awards

Retrieved on: 
Friday, June 2, 2023

LOS ANGELES, June 2, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that it has been recognized as a finalist for a record six 2023 Wealth Management Industry Awards ("Wealthies"). Cetera is tied for the second-most finalists from a field of more than 1,000 entries by 413 companies.

Key Points: 
  • LOS ANGELES, June 2, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that it has been recognized as a finalist for a record six 2023 Wealth Management Industry Awards ("Wealthies").
  • Cetera is tied for the second-most finalists from a field of more than 1,000 entries by 413 companies.
  • Cetera earned finalist recognition for thought leadership, transition support, practice management, corporate responsibility and diversity, equity, inclusion and belonging (DEIB) initiatives.
  • Caring Cetera is a 501(c)3 philanthropy founded and led by Cetera financial professionals across the organization's communities, which has raised more than $1.2 million for wide-ranging causes.

The Principal Financial Group selects QUODD's Universe+ platform for market data information

Retrieved on: 
Wednesday, May 24, 2023

JERSEY CITY, N.J., May 24, 2023 /PRNewswire/ -- QUODD, a comprehensive market data on demand provider for the global financial services industry and a NewSpring Holdings platform company, is pleased to announce the addition of the Principal Financial Group to its growing list of Universe+ clients.

Key Points: 
  • JERSEY CITY, N.J., May 24, 2023 /PRNewswire/ -- QUODD, a comprehensive market data on demand provider for the global financial services industry and a NewSpring Holdings platform company, is pleased to announce the addition of the Principal Financial Group to its growing list of Universe+ clients.
  • QUODD's Universe+ is an API-based cloud platform that delivers comprehensive security pricing, reference data, and analytics across all asset classes, integrating mutual fund, equities, and fixed income pricing data.
  • "Universe+ has allowed us to scale our business with our increasing need for timely and accurate data.
  • "With Universe+, we have brought global market data content to a user's fingertips for online display and download.