Cetara

Securian Financial Reports Strong 2023 Results

Retrieved on: 
Thursday, February 29, 2024
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View the full release here: https://www.businesswire.com/news/home/20240229392922/en/

Key Points: 
  • View the full release here: https://www.businesswire.com/news/home/20240229392922/en/
    “In 2023, we generated strong financial results and took bold steps to position the company for continued success in our chosen markets,” said Chris Hilger, Securian Financial’s chairman, president and CEO.
  • Insurance in force—the financial protection Securian Financial provides to its customers—was over $1.6 trillion, rising more than 7%.
  • Securian Financial also maintains a fully funded, 100% employer-paid pension plan, with employees vested in the pension after five years of service.
  • Per its usual annual cycle, Securian Financial expects to release its 2023 Annual Report—with audited GAAP financial information—in April.

Cetera Welcomes $148 Million AUA Advisor to Cetera Advisors via Wilde Wealth Management Group

Retrieved on: 
Thursday, December 14, 2023
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SAN DIEGO, Dec. 14, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Nicholas Bair, CFP®, ChFC®** has joined Cetera Advisors LLC via Wilde Wealth Management Group. Bair will assume the role of managing partner leading Wilde Wealth Management Group's new Sun City-Surprise office in Surprise, Ariz. Bair provides comprehensive financial planning and investment advice to clients and had almost $148 million in assets under administration* as of April 30, 2023.

Key Points: 
  • SAN DIEGO, Dec. 14, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Nicholas Bair, CFP®, ChFC®** has joined Cetera Advisors LLC via Wilde Wealth Management Group.
  • Bair's affiliation marks the latest addition to a growing list of successful affiliations for Wilde Wealth Management Group in 2023.
  • In total, including Bair, advisors managing a combined $274 million in assets under administration have joined Wilde Wealth Management in 2023.
  • Click here for more information about Cetera Advisors and click here for more information about Wilde Wealth Management Group.

Kathryn Duclo joins Cetera Advisor Networks

Retrieved on: 
Thursday, December 7, 2023
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LOS ANGELES, Dec. 7, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that Kathryn Duclo, LUTCF, has joined Cetera Advisor Networks via BAR Financial, LLC. Based outside San Francisco, Calif., Duclo is an experienced financial advisor who was previously affiliated with Cambridge Investment Research, Inc. She provides comprehensive financial planning and investment advice to clients and had approximately $47 million in assets under administration* as of Aug. 22, 2023.

Key Points: 
  • Advisor with 25 years' experience joins BAR Financial from Cambridge Investment Research, Inc.
    LOS ANGELES, Dec. 7, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that Kathryn Duclo, LUTCF, has joined Cetera Advisor Networks via BAR Financial, LLC.
  • "Partners Eric Huck, Anthony Tarantino and I couldn't be more pleased to welcome Kathryn both to BAR Financial and Cetera Advisor Networks," said BAR Financial Partner John Brackett.
  • Before then, the firm operated independently as a region within Cetera Advisor Networks.
  • Click here for more information about BAR Financial and click here for more information about Cetera Advisor Networks.

William Sauers joins Cetera Advisor Networks

Retrieved on: 
Monday, November 13, 2023
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LOS ANGELES, Nov. 13, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that William Sauers** has joined Cetera Advisor Networks via Cetera Wealth Management Group. Within Cetera Wealth Management Group, Sauers joins Evershore Financial Group's Boca Raton firm location under the leadership of managing partners Robert D. Barboni, CFP®** and Daniel C. Zagata, CLU, ChFC, CFP®, AIF®** as well as Senior Vice President Steven Zborowski.** Sauers was previously affiliated with LPL Financial and provides comprehensive financial planning and investment advice to clients. He had about $39 million in assets under administration* as of Aug. 4, 2023.

Key Points: 
  • LOS ANGELES, Nov. 13, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that William Sauers** has joined Cetera Advisor Networks via Cetera Wealth Management Group.
  • "We welcome William to the community of talented advisors at Cetera Wealth Management Group," said Kjirsten Zellmer, president of Cetera Wealth Management Group.
  • Cetera Wealth Management Group was formed after Cetera acquired the retail wealth business of Securian Financial Group, Inc. in August 2023.
  • Click here for more information about Cetera Advisor Networks, click here for more about Cetera Wealth Management Group and click here for more information about Evershore Financial Group.

Bucks County Wealth Management joins Cetera Advisor Networks

Retrieved on: 
Monday, November 6, 2023
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LOS ANGELES, Nov. 6, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Bucks County Wealth Management** has joined Cetera Advisor Networks. Led by Grant Raskin** and partner Rob McLarnon,** Bucks County Wealth Management provides comprehensive financial planning and investment advice to clients and had about $85 million in assets under administration* as of Aug. 31, 2023. Wealth manager assistant Kevin Anthony rounds out the team of three financial professionals based in Chalfont, Pa.

Key Points: 
  • LOS ANGELES, Nov. 6, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Bucks County Wealth Management** has joined Cetera Advisor Networks .
  • Led by Grant Raskin** and partner Rob McLarnon,** Bucks County Wealth Management provides comprehensive financial planning and investment advice to clients and had about $85 million in assets under administration* as of Aug. 31, 2023.
  • Wealth manager assistant Kevin Anthony rounds out the team of three financial professionals based in Chalfont, Pa.
    "I'm pleased to welcome the Bucks County Wealth Management team to Cetera and look forward to seeing how this established practice utilizes our growth resources to accelerate its success," said John Pierce, head of business development at Cetera.
  • Click here for more information about Cetera Advisor Networks.

Cetera Welcomes $111 Million AUA Advisor to Cetera Advisor Networks

Retrieved on: 
Tuesday, October 31, 2023
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LOS ANGELES, Oct. 31, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Mike Love, CFP** has joined Cetera Advisor Networks via Summit Financial Networks. Love is a financial professional previously affiliated with Securities America. He provides comprehensive financial planning and investment advice to clients and has approximately $111 million in assets under administration* as of Aug. 15, 2023.

Key Points: 
  • LOS ANGELES, Oct. 31, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Mike Love, CFP** has joined Cetera Advisor Networks via Summit Financial Networks.
  • "The cultures of both Cetera Advisor Networks and Summit Financial Networks made affiliation with Cetera a clear choice," Love said.
  • "The addition of an advisor as influential and successful as Mike reaffirms that advisors continue to be attracted to the robust suite of resources and support that Cetera provides," said Tim Stinson, president of Cetera Advisor Networks.
  • Click here for more information about Cetera Advisor Networks and click here for more information about Summit Financial.

Mackenzie Martin joins North Star Resource Group within Cetera Advisor Networks

Retrieved on: 
Thursday, October 26, 2023
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LOS ANGELES, Oct. 26, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Mackenzie Martin** has joined Cetera Advisor Networks via Cetera Wealth Management Group. Within Cetera Wealth Management Group, Martin will join North Star Resource Group with the leadership of Ed Deutschlander. Martin is a financial professional previously affiliated with Independent Financial Group. She provides comprehensive financial planning and investment advice to clients and had an AUA of about $40 million in assets under administration* as of May 31, 2023.

Key Points: 
  • LOS ANGELES, Oct. 26, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Mackenzie Martin** has joined Cetera Advisor Networks via Cetera Wealth Management Group.
  • Within Cetera Wealth Management Group, Martin will join North Star Resource Group with the leadership of Ed Deutschlander.
  • "We welcome Mackenzie to our community of talented advisors at Cetera Wealth Management Group," said Kjirsten Zellmer, president of Cetera Wealth Management Group.
  • Click here for more information about Cetera Advisor Networks, click here for more about Cetera Wealth Management Group and click here for more information about North Star Resource Group.

Cetera's My Advice Architect ® Manager Program Wins Money Management Institute/Barron's Industry Award for Wealth Manager Platform of the Year

Retrieved on: 
Thursday, October 19, 2023
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LOS ANGELES, Oct. 19, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that it won the 2023 Money Management Institute (MMI)/Barron's Wealth Manager Platform of the Year Award for its innovative My Advice Architect ® (MAA) Manager Program. The Wealth Manager Platform of the Year award honors a platform that exemplifies innovation in delivering better outcomes for investors and financial advisors. This year, finalists for the award included J.P. Morgan Wealth Management, Merrill Lynch Wealth Management and Morgan Stanley.

Key Points: 
  • LOS ANGELES, Oct. 19, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that it won the 2023 Money Management Institute (MMI)/Barron's Wealth Manager Platform of the Year Award for its innovative My Advice Architect ® (MAA) Manager Program.
  • The Wealth Manager Platform of the Year award honors a platform that exemplifies innovation in delivering better outcomes for investors and financial advisors.
  • This year, finalists for the award included J.P. Morgan Wealth Management, Merrill Lynch Wealth Management and Morgan Stanley.
  • Home to five distinct programs and more than $110 billion under management, MAA is Cetera's fastest growing advisory platform.

Freddie Rappina joins Cetera Financial Specialists

Retrieved on: 
Tuesday, October 17, 2023
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LOS ANGELES, Oct. 17, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Freddie Rappina,** ChFC®, AIF®, CCFS®, and his two team members at Opta Financial have joined Cetera Financial Specialists. Rappina and his firm were previously affiliated with MML Investors. He provides comprehensive financial planning and investment advice to clients and had nearly $40 million in assets under administration* as of May 31, 2023. Within the next year, with the support and capabilities of Cetera, the firm expects their AUA to increase significantly.  

Key Points: 
  • LOS ANGELES, Oct. 17, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Freddie Rappina,** ChFC®, AIF®, CCFS®, and his two team members at Opta Financial have joined Cetera Financial Specialists.
  • "We welcome Freddie and his team to Cetera Financial Specialists, where they join a network of professionals with a true family culture," said Ron Krueger, president of Cetera Financial Specialists.
  • Opta Financial, founded by Rappina, helps clients examine their financial situation, set financial goals and implement plans toward achieving those goals.
  • Click here for more information about Cetera Financial Specialists.

Cetera Welcomes $327 Million AUA Team to Cetera Advisors

Retrieved on: 
Tuesday, October 10, 2023
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LOS ANGELES, Oct. 10, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Raymond Bardoul** and Brian Fox**, have joined Cetera Advisors via Totus Wealth Management (Totus). Based in metro Atlanta, Ga., the Bardoul and Fox partnership was previously affiliated with MML Investors Services and will launch an Atlanta office for Totus, which affiliated with Cetera in 2021 and has since continuously grown its assets and advisors. Both Fox and Bardoul provide comprehensive financial planning and investment advice to clients and combined have more than $327 million in assets under administration* as of August 23, 2023.

Key Points: 
  • LOS ANGELES, Oct. 10, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Raymond Bardoul** and Brian Fox**, have joined Cetera Advisors via Totus Wealth Management (Totus).
  • "The decision to affiliate with Cetera was made simple by Cetera Advisors and Totus Wealth Management," Bardoul said.
  • "We couldn't be happier with the service we've already received from both Cetera Advisors and Totus," Fox added.
  • In September 2022, Burrows Capital Advisors, a $3 billion AUA team led by industry veteran Don Burrows, joined Totus from Hilltop.