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Cetera Financial Group
Cetera Welcomes Former Commonwealth Advisor Kim Hellerman-Hersman and Her Team Overseeing Approximately $175 Million in AUA
August 18, 2026
Cetera Welcomes Former Commonwealth Advisors Jim Tucker, Patrick Bria and Their Team Overseeing Approximately $420 Million in AUA
August 12, 2026
iTP Partners, with Approximately $3.5 Billion in AUA and Nearly 50 Financial Advisors, Joins Cetera and Launches New Independent RIA
August 4, 2026
Cetera Names Torrance Chaplin and Sean Marrin Community Leaders within RIA & Branches Channel
July 30, 2026
Cetera Names Craig Bartlett Community Leader of Cetera Financial Specialists Within the Firm’s Tax & Accounting Channel
July 23, 2026
FNB Wealth Management Selects Cetera Financial Institutions to Elevate and Expand Its Investment Services Program
July 14, 2026
Cetera Welcomes Edward Duffy and his Lexington Financial Team Overseeing Approximately $608 Million in AUA
July 7, 2026
Cetera Acquires Marmo Financial Group, Expanding Its National Employee-Advisor RIA
June 25, 2026
Cetera Welcomes Former Commonwealth Advisor Rick Bergstrom and His 7G Wealth Management Team with Approximately $240 Million in AUA
May 27, 2026
Cetera Welcomes Former Commonwealth Advisor Mark Yatros and His Allegiant Wealth Strategies Team with Approximately $176 Million in AUA
May 20, 2026
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