Cetera Financial Group - Company Information
Cetera Financial Group provides comprehensive financial advice and solutions to individuals, families, and businesses through a network of independent...Read more
Headquarters
Contact
Linkedin
Company Size1,000 - 4,999
Stock SymbolN/A
Websitecetera.com
TypePrivate
Cetera Financial Group Technology Stack
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Cetera Financial Group Employee Profiles
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Cetera Financial Group News & Press Releases
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$1.2B Acquisition of Dallas-Based Avantax Closed by Cetera
Via the all-cash, take-private deal, Avantax has become a standalone business unit within the San Diego-based Cetera family, with 3,111 financial professionals representing $82.3 billion in assets under administration and $42 billion in assets under management.
28 Nov 2023
Cetera Closes Avantax Acquisition, Adds $82 Billion In Assets
Cetera Holdings said it closed its acquisition of Avantax, after shareholders of the tax-focused wealth manager voted Wednesday to approve Avantax's sale to Cetera's parent company. The deal adds more advisors and assets to Cetera while also expanding its tax-focused wealth management offering for investors.
28 Nov 2023
Cetera to acquire Avantax in billion-dollar deal
The parent of Cetera Financial Group secured an agreement to acquire tax-focused wealth management firm Avantax in an all-cash deal valuing the company at $1.2 billion.
11 Sep 2023
Cetera Retains 91% of Securian Advisors After Acquisition
The financial professionals joining Cetera in the aftermath of the deal represent about $50 billion in client assets, with one Cetera exec saying the deal marked the beginning of a new phase for the company.
10 Aug 2023
Cetera Announces Acquisition of Powell Financial Partners
Father-daughter team strategically plans for the long-term future of its business with support from Cetera Transaction represents latest example
3 Aug 2023
Paula Porsch Joins Cetera Advisors
Experienced female financial professional with more than $53 millionpractice joins Cetera from Nations Financial GroupLOS ANGELES, July 26, 2023
26 Jul 2023
FAQs for Cetera Financial Group
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