Cetera Financial Group

Cetera Financial Group You bring the dreams. We’ll build the strategy. We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality.

Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike. As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish,

and ambitions become remarkable achievements. Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life.

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Cetera Financial Group (CFG) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera’s principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of CFG). All the referenced entities are under common ownership.

Cetera is seeking a Senior Manager, Wealth Management Practice Operations to serve as a hands-on operating partner withi...
06/18/2026

Cetera is seeking a Senior Manager, Wealth Management Practice Operations to serve as a hands-on operating partner within our Owned Portfolio, driving advisor performance, client outcomes, and practice integration across a portfolio of wealth management offices.

This is a role for a leader with deep financial services expertise who knows how to balance strategic priorities with day-to-day ex*****on – and who's energized by both. Apply today: https://bit.ly/4eiZRnD

06/18/2026

A caddy should elevate your game, just like a broker-dealer should elevate your practice. You’ve spent years doing the work, building a name your clients trust. A brand with real equity, a business worth protecting.

That's where our investment goes – into the tools, the strategy, and the support that help you take your best shot.

What does life actually look like after selling your practice – and is Cetera's W-2 RIA model the right path for you?Jen...
06/17/2026

What does life actually look like after selling your practice – and is Cetera's W-2 RIA model the right path for you?

Jennifer Hanau and Michael Molnar are hosting a candid Q&A session at this year's Connect2Peers conference, "Maximizing Enterprise Value: A Candid Q&A With Advisors Who Joined Cetera's Employee-Advisor Community," where advisors who have already made the move share their unfiltered experiences. Panelists will speak openly about why they chose this path, what the transition was really like, and how Cetera's integrated service model supports their practice and their clients today.

For independent advisors thinking about succession or monetization, this is the real-world perspective you don't want to miss.

We're thrilled to welcome Shane O'Keefe, CFP® to Cetera and Wilde Wealth Management Group! Shane was looking for greater...
06/17/2026

We're thrilled to welcome Shane O'Keefe, CFP® to Cetera and Wilde Wealth Management Group! Shane was looking for greater flexibility, stronger support resources, and an environment that truly aligns with how he wants to serve clients and build his practice long term. He found exactly that here.

Shane said being part of a team that values comprehensive financial planning and relationship-based advice was a must-have. His clients can now look forward to a more modern, streamlined experience backed by great technology and support, all while receiving the same personalized guidance they’ve grown to know and trust.

We love that Shane brings a rare mix of collaborative spirit and independent thinking – a fantastic fit with the Wilde Wealth Management Group culture.

Please join us in welcoming Shane!

Client-first culture. Fiduciary mindset. A firm with nearly four decades of excellence.Please join us in welcoming the M...
06/16/2026

Client-first culture. Fiduciary mindset. A firm with nearly four decades of excellence.

Please join us in welcoming the MTI Financial Advisors team to the Summit Financial Networks community at Cetera. Financial Advisors Douglas Morey, Christopher Bayliss, and Thomas Scheck join us from Osaic. Based in Edina, Minnesota, the team oversees approximately $350 million in AUA, as of April 28, 2026, and serves clients across more than 20 states.

MTI sought a partner that matched their culture, and we're thrilled they found their home at Cetera. Doug, Chris, Tom, and the entire MTI team: we're glad you're here and look forward to supporting everything you're building next.

Read more here: https://bit.ly/4veOTpq

Cetera's approach to AI starts with a simple question: how do we give advisors more time with clients? The answer, comin...
06/15/2026

Cetera's approach to AI starts with a simple question: how do we give advisors more time with clients? The answer, coming next quarter, is a conversational AI assistant built directly into our client portal and advisor workstation, AdviceWorks – one that draws from Cetera's own knowledge systems to deliver accurate, on-demand answers.

President, Cetera Solutions Christian Mitchell shares more in Faye Kilburn's Citywire article: https://bit.ly/4ahTcYs

Last call! There are only a few weeks left before Connect2Peers registration closes. Secure your spot for powerful speak...
06/15/2026

Last call! There are only a few weeks left before Connect2Peers registration closes. Secure your spot for powerful speakers, peer collaboration, and interactive workshops in Salt Lake City – register by June 30.

06/14/2026

What do bikers, painters, photographers, and surfers all have in common? A financial partner that listens to advisors and powers their independence.

Annuities belong in more planning conversations than most advisors realize - and the opportunities may already be sittin...
06/12/2026

Annuities belong in more planning conversations than most advisors realize - and the opportunities may already be sitting in your book.

At Connect2Peers, Peter Schaffer and Aaron Runyon are leading an interactive Hot Topic session "Real World Advisor Insights: Where Annuities Fit in Today's Practice and How to Uncover Opportunities in Your Book" where experienced advisors share how they integrate annuities alongside existing portfolios, income strategies, and client goals. Attendees will walk away knowing how to recognize the right client situations, frame confident annuity conversations, and surface opportunities they may have been overlooking.

This is practical, peer-driven insight you can apply immediately, not theory. We hope to see you there!

We’re thrilled to welcome financial advisor Andrew Hur, CEPA®, CFP®, CRPC™ to Cetera as he begins an exciting new chapte...
06/12/2026

We’re thrilled to welcome financial advisor Andrew Hur, CEPA®, CFP®, CRPC™ to Cetera as he begins an exciting new chapter of supported independence. Based in Los Angeles, Andrew joins Cetera Investors after transitioning from Merrill Lynch.

Andrew chose Cetera for its strong balance of independence and support. He noted that Cetera provides the resources, technology, and breadth of solutions he needs while still giving him the freedom to build and run his practice in a way that best serves his clients. He brings a client-first, relationship-driven approach, backed by the discipline of a structured environment and an entrepreneurial, growth mindset that aligns well with Cetera’s independent model.

Please join us in welcoming Andrew to Cetera!

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2301 Rosecrans Avenue , #5100
El Segundo, CA
90245

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