Partnership for a Secure America

Cetera Welcomes $111 Million AUA Advisor to Cetera Advisor Networks

Retrieved on: 
Tuesday, October 31, 2023

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.

Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group

Retrieved on: 
Tuesday, October 10, 2023

DALLAS, Oct. 10, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes Bob Ervolina, J.D., Certified Wealth Strategist®, and his Lifetime Wealth Management Group, near Buffalo, NY.

Key Points: 
  • DALLAS, Oct. 10, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes Bob Ervolina, J.D., Certified Wealth Strategist®, and his Lifetime Wealth Management Group, near Buffalo, NY.
  • Ervolina transferred to Avantax from Securities America, a broker-dealer of Osaic (formerly Advisor Group) because he wanted to be part of a close-knit community of financial advisors and tax professionals.
  • Even though I’ve only been on board since August, the move to Avantax has been beneficial already,” Ervolina said.
  • In fact, 20 years ago, Avantax created its Strategic Partnership Program, pairing Avantax-affiliated tax and financial professionals to deliver wealth management services to the tax professional’s clients.

LPL Financial Welcomes Bradford Capital Group

Retrieved on: 
Thursday, October 5, 2023

CHARLOTTE, N.C., Oct. 05, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors and partners Chris Bradford, CFP®, Dave Meagher and Stina Bradford have joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • CHARLOTTE, N.C., Oct. 05, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors and partners Chris Bradford, CFP®, Dave Meagher and Stina Bradford have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • Based in Sacramento, Calif., Bradford Capital Group (BCG) was founded by Managing Partner Chris Bradford, who transitioned from a career as a fulltime college football coach at UC Davis to the financial services industry in 2002.
  • “We are a dedicated team of qualified financial professionals whose main focus is to act in our clients’ best interests,” Chris Bradford said.
  • We look forward to supporting Bradford Capital Group for years to come.”

Brent McDonald joins Cetera Advisor Networks

Retrieved on: 
Wednesday, September 6, 2023

LOS ANGELES, Sept. 6, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Brent McDonald** and his Tar Heel Wealth Management Team have joined Cetera Advisor Networks via Convergent Financial Partners. Based in North Carolina, McDonald is an experienced financial professional who was previously affiliated with Securities America. He provides comprehensive financial planning and investment advice to clients and had more than $154 million in assets under administration* as of June 21, 2023.

Key Points: 
  • LOS ANGELES, Sept. 6, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Brent McDonald** and his Tar Heel Wealth Management Team have joined Cetera Advisor Networks via Convergent Financial Partners.
  • "My team and I are excited to experience the local, boutique feel of Convergent Financial Partners, backed by the national network of Cetera Advisor Networks," McDonald said.
  • "We are thrilled welcome Brent to Cetera Advisor Networks and look forward to working with him to achieve his goals moving forward," said Tim Stinson, president of Cetera Advisor Networks.
  • "Cetera Advisor Networks is a perfect home for advisors looking to expand their practices and provide unmatched service to their clients.

Avantax Welcomes CFR Capital with $120 Million in Total Client Assets

Retrieved on: 
Thursday, August 24, 2023

DALLAS, Aug. 24, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes CFR Capital Group , an Arizona-based financial services firm with approximately $120 million in total client assets, as of June 30, 2023.

Key Points: 
  • DALLAS, Aug. 24, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes CFR Capital Group , an Arizona-based financial services firm with approximately $120 million in total client assets, as of June 30, 2023.
  • The firm’s approach to comprehensive tax and financial planning for clients includes its ownership of three active H&R Block franchises in Arizona.
  • Avantax’s technology was a big reason for our affiliating,” said CFR Capital Group CEO and Founder Frank Calise .
  • I’ve never considered other advisors as competition, so collaborating with other Avantax advisors is something I’m looking forward to,” Calise said.

David Sanford joins Cetera Financial Specialists

Retrieved on: 
Tuesday, August 15, 2023

LOS ANGELES, Aug. 15, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that David K. Sanford, CPA, has joined Cetera Financial Specialists. Based in Springfield, Mo., Sanford is an experienced financial advisor who was previously affiliated with Securities America, Inc. He provides comprehensive wealth management and retirement planning strategies to clients with more than $110 million in a combination of assets under administration and assets under management as of June 1, 2023.

Key Points: 
  • LOS ANGELES, Aug. 15, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that David K. Sanford, CPA, has joined Cetera Financial Specialists.
  • Based in Springfield, Mo., Sanford is an experienced financial advisor who was previously affiliated with Securities America, Inc.
  • "Cetera Financial Specialists' family culture paired with its high-touch support and unmatched resources make it an ideal fit for our team as we look to both grow business and enhance our client experience," Sanford said.
  • "David is a true master in the industry, who takes real pride in guiding his clients toward financial success no matter their station in life," said Ron Krueger, president of Cetera Financial Specialists.

Kemper Appoints Christopher Flint as President of Kemper Life

Retrieved on: 
Tuesday, August 8, 2023

Kemper Corporation (NYSE: KMPR) announced that Christopher Flint has joined the company as President of Kemper Life, effective today.

Key Points: 
  • Kemper Corporation (NYSE: KMPR) announced that Christopher Flint has joined the company as President of Kemper Life, effective today.
  • Flint will report to Joseph P. Lacher, Jr., Kemper’s President, CEO and Chairman, and will be based at Kemper’s headquarters office in Chicago.
  • He received a BS from the University of Alabama at Birmingham and an MBA and MS from Creighton University.
  • He previously served on the FINRA Board of Governors and the LIMRA Life Insurance Advisory Board.

Osaic Welcomes Vitucci Integrated Planning

Retrieved on: 
Tuesday, July 25, 2023

PHOENIX, July 25, 2023 /PRNewswire/ -- Osaic, one of the nation's largest providers of wealth management services, welcomes Vitucci Integrated Planning (Vitucci) to its newly rebranded and consolidated firm. Jason Vitucci, CFP®, EA, CWS®, Co-Founder and Managing Director of Vitucci, and his team of tax, financial planning and client support professionals manage $254 million in total client assets. Mr. Vitucci has over 25 years of experience as a financial advisor and joins Osaic from Cetera Advisors.

Key Points: 
  • Former Cetera team, with more than $250 million in total client assets, look to improve technology and client service experience
    PHOENIX, July 25, 2023 /PRNewswire/ -- Osaic, one of the nation's largest providers of wealth management services, welcomes Vitucci Integrated Planning (Vitucci) to its newly rebranded and consolidated firm.
  • Jason Vitucci, CFP®, EA, CWS®, Co-Founder and Managing Director of Vitucci, and his team of tax, financial planning and client support professionals manage $254 million in total client assets.
  • Mr. Vitucci has over 25 years of experience as a financial advisor and joins Osaic from Cetera Advisors.
  • It's an exciting time at Osaic, and we are proud to partner with Vitucci Integrated Planning."

LaSalle St. Welcomes Link Financial Advisory of Las Vegas to Its Platform

Retrieved on: 
Monday, May 15, 2023

CHICAGO, May 15, 2023 /PRNewswire/ -- LaSalle St., a family of wealth management firms encompassing an independent broker-dealer and two registered investment adviser (RIA) platforms, today announced that Link Financial Advisory has joined its network. Founder and CEO Richard London will participate in LaSalle St.'s recently announced equity ownership program. Link Financial Advisory was previously affiliated with Securities America.

Key Points: 
  • Link Financial Advisory was previously affiliated with Securities America.
  • All five advisors, including London, and a support team member, will join LaSalle St.
    "Richard represents LaSalle St.'s core values.
  • He started Link Financial Advisory in 2014 after working as a wealth advisor for Mutual Omaha Bank and Contango Capital Advisors, the RIA for Zions Bancorp.
  • He is a Certified Financial Planner® (CFP®) and carries a Behavioral Financial Advisor (BFA) designation.

LPL Financial Welcomes Landmark Capital

Retrieved on: 
Thursday, May 4, 2023

CHARLOTTE, N.C., May 04, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Thomas Reynolds, CFP® and Kathleen Gfrorer, CFP® of Landmark Capital, Inc. have joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • CHARLOTTE, N.C., May 04, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Thomas Reynolds, CFP® and Kathleen Gfrorer, CFP® of Landmark Capital, Inc. have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • As a full-service wealth management firm that caters to many high-net-worth clients, the Landmark team also includes support members Steven Mallo and Lauren Friscia.
  • We’re confident LPL is going to be able to take us into the future.”
    Scott Posner, LPL Executive Vice President, Business Development, added, “We welcome Tom and Kathy to the LPL community and are honored to support them in the evolution of their practice.
  • We look forward to delivering personalized services and innovative resources to Landmark Capital for years to come.”