July 22, 2025

Firm led by Father and Two Sons Joins Cetera Seeking Community

Press Room Firm led by Father and Two Sons Joins Cetera Seeking Community


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Ironwood Family Wealth Advisors joins Cetera Investors from Osaic

August 06, 2025

Cetera Welcomes Veteran Financial Advisor Christopher Crosby and His CPW Advisors Team with Approximately $113 Million in AUA

Press Room Cetera Welcomes Veteran Financial Advisor Christopher Crosby and His CPW Advisors Team with Approximately $113 Million in AUA


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SAN DIEGO, Aug.

August 12, 2025

Financial Advisor Matthew Flynn and his Sentia Wealth team with $228 Million in AUA Joins Cetera's Unique Summit Financial Community

Press Room Financial Advisor Matthew Flynn and his Sentia Wealth team with $228 Million in AUA Joins Cetera's Unique Summit Financial Community


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Flynn transferred from Ameriprise to Cetera looking for strong growth support

February 26, 2025

Cetera Closes Acquisition of Concourse Financial Group Securities, Inc.

Press Room Cetera Closes Acquisition of Concourse Financial Group Securities, Inc.


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More than $12 billionin AUA and $4 billion in AUM now part of Cetera

March 04, 2025

Cetera Welcomes Highly Regarded Advisor to Cetera Wealth Partners

Press Room Cetera Welcomes Highly Regarded Advisor to Cetera Wealth Partners


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Tim Clairmont, Clear Financial Partners Founder, Joins Cetera with $235M in AUA

March 11, 2025

Senior Wealth Advisor Charlie Kraft Joins Cetera Investors with More Than $140 Million in Assets Under Administration

Press Room Senior Wealth Advisor Charlie Kraft Joins Cetera Investors with More Than $140 Million in Assets Under Administration


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SAN DIEGO, March 11, 2025 /PRNewswire/ --

March 06, 2025

Cetera's GrowthLine Marketing Program Wins 2025 BISA Technology Innovation Award

Press Room Cetera's GrowthLine Marketing Program Wins 2025 BISA Technology Innovation Award


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Bank Insurance & Securities Association recognizes Cetera's leadership in advancing products, services and platforms through technology innovation

April 03, 2025

Cetera Launches Emergency Planning and Communications Kit to Support Advisors During Crisis

Press Room Cetera Launches Emergency Planning and Communications Kit to Support Advisors During Crisis


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New E-PACK provides essential tools for financial professionals to support clients and ensure business continuity in critical situations

April 15, 2025

Financial Advisor Jonathan Bulman Joins Cetera Seeking Growth and a Stronger Sense of Community

Press Room Financial Advisor Jonathan Bulman Joins Cetera Seeking Growth and a Stronger Sense of Community


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Bulman joins with $140 million in assets under administration

March 18, 2025

Cetera and Bank of Hawai'i Enter New Partnership to Elevate Investment Services

Press Room Cetera and Bank of Hawai'i Enter New Partnership to Elevate Investment Services


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128-year-old bank chooses Cetera Financial Institutions to scale and expand its $2.5 billion AUA investment services program

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