Experienced registered representative with financial planning practice of nearly $28 million joins Wilde Wealth Management from Northwestern Mutual
LOS ANGELES, July 12, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that Jonathan Fagan* has joined Cetera Advisors by joining Wilde Wealth Management Group. Fagan, who provides financial planning services to clients with nearly $28 million in assets**, was previously affiliated with Northwestern Mutual.
With more than 23 years of industry experience, Fagan began his career at Northwestern Mutual, later joining the company's leadership in 2008, according to his Wilde Wealth biography. He was appointed Chief Development Officer in 2008 and joined Northwestern Mutual-Southwest in Phoenix to take on a Managing Director Role in 2012. By 2015, he made the decision to get back into personal practice to help clients achieve their financial objectives and independence – a passion he carries with him to Wilde Wealth Management Group.
"Jonathan's long history of excellence in the financial services field makes him an ideal fit for both Wilde Wealth and Cetera Advisors," said Trevor Wilde, CEO of Wilde Wealth Management. "We welcome Jonathan to Wilde Wealth and look forward to working together with him to continue delivering the outstanding service Wilde Wealth clients have already come to expect."
About Cetera Financial Group®
Cetera Financial Group (Cetera) is the premier financial advisor Wealth Hub where financial advisors and institutions optimize their control and value creation. Breaking away from a commoditized and homogenous IBD model, Cetera offers financial professionals and institutions the latest solutions, support, and services to grow, scale, or transition with a merger, sale, investment, or succession plan. Cetera proudly serves independent financial advisors, tax professionals, licensed administrators, large enterprises, as well as institutions, such as banks and credit unions, providing an established and repeatable blueprint for scalable growth.
Home to more than 8,000 financial professionals and their teams, Cetera oversees approximately $330 billion in assets under administration and $116 billion in assets under management, as of March 31, 2023. In a recent advisor satisfaction survey of more than 21,000 reviews, Cetera's Voice of Customer (VoC) program vigorously measures advisor experience and satisfaction 24/7. Currently, it's ranked 4.8 out of 5 stars.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are FINRA/SIPC members. Located at: 655 W. Broadway, 11th Floor, San Diego, CA 92101.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
*Registered Representative offering securities through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
**Value approximated based on asset holding details provided to Cetera up to May 31, 2023.
SOURCE Cetera Financial Group