Cetera Financial Group

LPL Financial Welcomes C&N Wealth Management to Its Institution Services Platform

Retrieved on: 
Tuesday, April 11, 2023
American Civil War, Cetera Financial Group, LPL Financial, CWM, CTFA, LPL, Financial adviser, Management

CHARLOTTE, N.C., April 11, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that C&N Wealth Management, a subsidiary of Citizens & Northern Corporation (“C&N”) (Nasdaq: CZNC), has joined LPL Financial’s Institution Services platform.

Key Points: 
  • CHARLOTTE, N.C., April 11, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that C&N Wealth Management, a subsidiary of Citizens & Northern Corporation (“C&N”) (Nasdaq: CZNC), has joined LPL Financial’s Institution Services platform.
  • With 15 advisors and 45 department-wide staff members, the team at C&N Wealth Management offers customized investment and wealth planning solutions to individuals, charitable and endowment funds, and corporations.
  • ”C&N’s wealth management services are key to driving financial well-being in the community and, through LPL, we have a strong partner to help us deliver on our mission,” said Matthew Bower, CTFA, CWM, executive vice president and chief wealth management officer at C&N.
  • “LPL is proud to align with such an established and esteemed institution and support them as they continue to expand their wealth management business.

Cetera Announces Strategic Relationships with Two Financial Institution Investment Services Programs Managing Approximately $133 Million in Assets Under Administration

Retrieved on: 
Thursday, March 30, 2023
Infinex, Insurance, Partnership, Cetera Financial Group, Senior, Private, Mechanics Bank, Growth, Mechanics, Financial services, Management, Cetara

LOS ANGELES, March 30, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), an at-scale wealth hub that offers financial professionals and institutions the latest solutions, support and services, announced today that it has finalized strategic relationships with Mechanics Bank* and UNCLE Credit Union*. Through the partnerships, Cetera Investment Services will provide insurance solutions and investment advisory services and help grow the firms' retail investment programs. Mechanics Investment Services located at Mechanics Bank and UNCLE Wealth Management located at UNCLE Credit Union will leverage Cetera's integrated technology, robust growth and operations support, and advice-focused platform.

Key Points: 
  • Through the partnerships, Cetera Investment Services will provide insurance solutions and investment advisory services and help grow the firms' retail investment programs.
  • As of their affiliation date of 12/17/2022, Mechanics Investment Services oversees $102 million in assets under administration**, and was previously affiliated with Infinex Financial Group.
  • As of their affiliation date of 1/17/2023, UNCLE Wealth Management manages $31 million in assets under administration**, and was previously affiliated with CUSO Financial Services.
  • For nearly 40 years, Cetera Investment Services has empowered financial institutions to deepen client connections and expand their services with customized support that helps financial professionals meet their clients' full lifecycle needs.

SCORE Foundation Celebrates Women's History Month and Recognizes Sponsor Initiatives that Propel Women Entrepreneurs

Retrieved on: 
Tuesday, March 28, 2023
Women's History Month, Business, Woman, Mentorship, Entrepreneurship, Principal Financial Group, Collection, STEM, Small business, Growth, Principal, Cetera Financial Group, SCORE, Female, Nursing

WASHINGTON, March 28, 2023 /PRNewswire-PRWeb/ -- The SCORE Foundation, the philanthropic arm of SCORE, the nation's largest network of volunteer, expert business mentors, announced that several sponsors are actively supporting programs that directly assist women business owners launch and grow their companies. Underwriting support from the Edie Fraser Women's Entrepreneur Fund, the Glenn W. Bailey Foundation and the Principal Financial Group enables SCORE to increase resources to female founders on both a national and local level throughout the year.

Key Points: 
  • "Best Small Business Financing Options for Women in 2023" and "33 Networking Groups for Women Business Owners" were two articles released during Women's History Month.
  • "Sponsor financial support enables SCORE to reach more women business owners and aspiring female entrepreneurs with free mentoring and educational programs that can help them evolve from an idea to a thriving, growing company," said Liz Sara , president of the SCORE Foundation.
  • "As we wind down Women's History Month, we congratulate all women business owners for their entrepreneurial role in fostering job creation and economic growth in their communities."
  • For information on how your organization to get involved in sponsoring SCORE programs for women entrepreneurs, send an email to [email protected] .

Rohlik Financial Group Advisors Join Cetera Advisor Networks

Retrieved on: 
Tuesday, March 28, 2023
Steve Rohlik, Cetera Financial Group, SVP, Financial adviser, Cetara

LOS ANGELES, March 28, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), an at-scale wealth hub that offers financial professionals and institutions the latest solutions, support and services, announced today that the advisors of Rohlik Financial Group have joined Cetera Advisor Networks via AdvisorNet Financial, one of the largest regions within Cetera Advisor Networks. Rohlik Financial Group, led by Brent Rohlik* and Suzanne Holt**, CFP®, APMA®, oversees approximately $1 billion for clients, as of January 30, 2023***, and was previously affiliated with Regulus Financial Group. With offices in Minneapolis, MN and Rockford, IL, the team of six professionals includes Andy Irlbeck**, financial advisor, and Rachel Stoneberg****, senior director, retirement plan services, and delivers comprehensive retirement planning services and holistic financial planning to clients in several key markets in northwest Illinois and Wisconsin.  

Key Points: 
  • LOS ANGELES, March 28, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), an at-scale wealth hub that offers financial professionals and institutions the latest solutions, support and services, announced today that the advisors of Rohlik Financial Group have joined Cetera Advisor Networks via AdvisorNet Financial, one of the largest regions within Cetera Advisor Networks.
  • Rohlik Financial Group, led by Brent Rohlik* and Suzanne Holt**, CFP®, APMA®, oversees approximately $1 billion for clients, as of January 30, 2023***, and was previously affiliated with Regulus Financial Group.
  • "The Rohlik Financial Group team shares our client-first values and vision, and we welcome them to Cetera Advisor Networks," said Tim Stinson, president of Cetera Advisor Networks.
  • Click here for more information about Rohlik Financial Group, click here for more information about AdvisorNet and click here for more information about Cetera.

Adam Rekasie Joins Cetera Investors

Retrieved on: 
Monday, March 13, 2023
Acquisition, Cetera Financial Group, Growth, Cetara

LOS ANGELES, March 13, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), an at-scale wealth hub that offers financial professionals and institutions the latest solutions, support and services, announced today that Adam Rekasie has joined Cetera's branch community, Cetera Investors.** Previously affiliated with Citizens Securities, Inc., Rekasie has 17 years of experience as financial advisor and manages approximately $106 million in assets under administration, as of January 30, 2023*.

Key Points: 
  • LOS ANGELES, March 13, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), an at-scale wealth hub that offers financial professionals and institutions the latest solutions, support and services, announced today that Adam Rekasie has joined Cetera's branch community, Cetera Investors.
  • "With Adam's extensive financial planning experience and dedication to clients, we have no doubt he will thrive at Cetera Investors," said LeAnn Rummel, president and CEO of Cetera Investment Services.
  • "We welcome Adam to the Cetera Investors community and anticipate continued success for his business as we collaborate to deliver exceptional client service and achieve Adam's business goals."
  • Rekasie joining Cetera Investors represents the latest recruiting win for Cetera communities, which attracted a record $13 billion in 2022.

Transamerica and Cetera Financial Group Debut New Group Retirement Plan Solution

Retrieved on: 
Wednesday, March 8, 2023
GPS, Transamerica, Partnership, Small business, Cetera Financial Group, Financial adviser, Life insurance, Cetara

BALTIMORE, March 8, 2023 /PRNewswire/ -- Transamerica announced today the availability of a new pooled plan solution in partnership with Cetera Financial Group.

Key Points: 
  • BALTIMORE, March 8, 2023 /PRNewswire/ -- Transamerica announced today the availability of a new pooled plan solution in partnership with Cetera Financial Group.
  • Cetera Retirement Plan Specialists, a Cetera-owned third party administrator, will serve as the plan's 402(a) and 3(16) fiduciaries, and will also manage the plan's day-to-day administrative duties.
  • "We have seen an increase in employers offering workplace retirement plans, expanding coverage for millions of Americans," says Adeline Wong, Head of Retirement Plan Strategy and Solutions at Cetera Financial Group.
  • "Transamerica is proud to partner with Cetera Financial Group, a retirement industry leader in supporting plan sponsors and empowering advisors to serve their clients with excellence," said Phil Eckman, President of Workplace Solutions at Transamerica.

Wooster Square Advisors Team Joins Cetera Advisor Networks

Retrieved on: 
Tuesday, March 7, 2023
Wooster Square, University, The Guardian Life Insurance Company of America, Growth, Hospital, Education, Heel, Cetera Financial Group, Financial adviser, Fashion design, Cetara

LOS ANGELES, March 7, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), an at-scale wealth hub that offers financial professionals and institutions the latest solutions, support and services, announced today that the advisors of Wooster Square Advisors have affiliated with Cetera Advisor Networks via Cetera Wealth Partners.* Led by managing partner and wealth manager Brett Amendola, Wooster Square manages approximately $250 million in assets under administration, as of January 30, 2023**, and was previously affiliated with Park Avenue Securities.

Key Points: 
  • LOS ANGELES, March 7, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), an at-scale wealth hub that offers financial professionals and institutions the latest solutions, support and services, announced today that the advisors of Wooster Square Advisors have affiliated with Cetera Advisor Networks via Cetera Wealth Partners.
  • "We are excited to welcome the Wooster Square team as the latest addition to the Cetera Wealth Partners family," said Tom Halloran, president of Cetera Wealth Partners.
  • "Brett and the Wooster Square team share our vision and values as we work to maximize strengths, drive meaningful growth, and serve clients in new and innovative ways."
  • On the heels of a year that saw a record $13 billion in organic recruiting of assets under administration for Cetera communities, Wooster Square Advisors represents the firm's latest recruiting win and rounds out a strong first quarter of 2023.

Principal Financial Group and Frannet Join SCORE Foundation Sponsor Roster

Retrieved on: 
Tuesday, February 28, 2023
Collection, Organization, Woman, Cetera Financial Group, Principal Financial Group, SCORE, Small business, Insurance

WASHINGTON, Feb. 28, 2023 /PRNewswire-PRWeb/ -- The SCORE Foundation, the philanthropic arm of SCORE, the nation's largest network of volunteer, expert business mentors, today announced new underwriting support from the Principal Financial Group and Frannet. These organizations join a rapidly growing roster of diverse corporations and institutions that financially support SCORE's programs and mission to propel small business success across the country.

Key Points: 
  • WASHINGTON, Feb. 28, 2023 /PRNewswire-PRWeb/ -- The SCORE Foundation, the philanthropic arm of SCORE, the nation's largest network of volunteer, expert business mentors, today announced new underwriting support from the Principal Financial Group and Frannet.
  • Principal Financial Group, a global company with products to improve the financial health and wealth of individuals and businesses, is sponsoring the SCORE for Women Entrepreneurs resource hub on score.org.
  • "We are very pleased to engage as a SCORE Foundation sponsor for the first time to contribute our support," she added.
  • "With each new sponsor, SCORE can reach more and more founders and offer new and expanded business tools and training resources," said Liz Sara, president of the SCORE Foundation.

Michael Hall and Michael Ostdiek Join Cetera Advisor Networks

Retrieved on: 
Tuesday, February 28, 2023
Cetera Financial Group, Financial services, Cetara

LOS ANGELES, Feb. 28, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), an at-scale wealth hub that offers financial professionals and institutions the latest solutions, support and services, announced today that Michael Hall, financial advisor, and Michael Ostdiek, registered representative, have joined Cetera Advisor Networks via AdvisorNet. The duo manages approximately $128 million in assets under administration, as of January 30, 2023*, and come from Woodbury Financial Services. Hall and Ostdiek bring more than 50 years of combined financial experience in capital preservation, financial plan creation, and wealth and portfolio management. They are passionate about educating clients on a variety of scenarios and options to help make strong and informed investment decisions.

Key Points: 
  • LOS ANGELES, Feb. 28, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), an at-scale wealth hub that offers financial professionals and institutions the latest solutions, support and services, announced today that Michael Hall, financial advisor, and Michael Ostdiek, registered representative, have joined Cetera Advisor Networks via AdvisorNet.
  • Hall and Ostdiek bring more than 50 years of combined financial experience in capital preservation, financial plan creation, and wealth and portfolio management.
  • Hall and Ostdiek represent the latest recruiting win for Cetera, which achieved record organic recruiting results in 2022 , attracting $13 billion in assets under administration.
  • Click here to learn more about Cetera Advisor Networks.

Three Teams Managing More Than $600 Million Join Cetera Advisors LLC

Retrieved on: 
Thursday, February 16, 2023
Matheson, Map, AUA, Cetera Financial Group, Risk management, Financial adviser, Cetara

LOS ANGELES, Feb. 16, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), an at-scale wealth hub that offers financial professionals and institutions the latest solutions, support and services, announced today that three teams managing approximately $610 million in assets under administration, as of January 30, 2023, have joined Cetera Advisors via Totus Wealth Management (Totus). Christopher Matheson, President & CEO of The Strategy Partners, Todd Clarke, Managing Director of Ensign Financial Partners, and Thomas "Ryan" Leggett, CEO of Anchor Financial Group, have joined Totus from OneAmerica Securities.

Key Points: 
  • We are excited to work together with these top advisors and their teams in growing their businesses and helping clients achieve their goals."
  • Christopher Matheson* leads The Strategy Partners and joins Totus with $221 million in assets under administration through Cetera Advisors LLC, as of January 30, 2023.
  • Todd Clarke* leads Ensign Financial Partners, a family office style firm that manages approximately $218 million in assets under administration through Cetera Advisors LLC, as of January 30, 2023.
  • Since its affiliation with Cetera Advisors LLC in May 2021, Totus has consistently grown its assets and advisors.