Company intelligence
Cetera Financial Group
About Cetera Financial Group
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. ___________________________ 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. (APP) and The Retirement Planning Group, LLC (“TRPG”), are both SEC registered investment advisers within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). Cetera Planning Partners (“CPP”) operates as a doing business as name of TRPG. TRPG and APP currently operate independently. All of the referenced entities are under common ownership.
Verified activity
Signals from Cetera Financial Group
31 published signals
Customers & Market
Cetera Financial Group's AdviceWorks® tool was described as Grace Hayden MacNaught's growth partner.
Reported by Cetera Financial Group
Presence & Recognition
Cetera Financial Group hosted an episode of The Week Ahead featuring CIO Gene Goldman examining the final inflation reports before the Federal Reserve's September 16 meeting.
Reported by Marcus Rather
Research & Knowledge
Cetera Financial Group published the latest issue of Retire Wise.
Reported by Marcus Rather
People
Cetera Financial Group is hiring a Senior Compensation Specialist in San Diego, CA with a hybrid work model.
Reported by Amanda Foust
Presence & Recognition
Cetera Financial Group hosted an episode of The Week Ahead featuring CIO Gene Goldman examining the final inflation reports before the Federal Reserve's September 16 meeting.
Reported by Rachel Dooley
Presence & Recognition
Cetera Financial Group hosted an episode of The Week Ahead featuring CIO Gene Goldman examining the final inflation reports before the Federal Reserve's September 16 meeting.
Reported by Chuck Maushardt
Presence & Recognition
Cetera Financial Group hosted an episode of The Week Ahead featuring CIO Gene Goldman examining the final inflation reports before the Federal Reserve's September 16 meeting.
Reported by Brian Miller, NSSA®, AIF®
Presence & Recognition
Cetera Financial Group employee Kristin Vesia Prentice attended the episode of The Week Ahead featuring CIO Gene Goldman examining the final inflation reports before the Fed's September 16 meeting.
Reported by Kristin Vesia Prentice WMCP
Presence & Recognition
Cetera Financial Group hosted an episode of The Week Ahead featuring CIO Gene Goldman examining the final inflation reports before the Federal Reserve's September 16 meeting.
Reported by Matthew Brady, CFP®
Presence & Recognition
Cetera Financial Group hosted an episode of The Week Ahead featuring CIO Gene Goldman examining the final inflation reports before the Federal Reserve's September 16 meeting.
Reported by Cheryl Cousino, CFP®, AIF®
People
Cetera Financial Group employee Dylan has worked for the company for nine years.
Reported by Cheryl Cousino, CFP®, AIF®
Presence & Recognition
Cetera Financial Group hosted an episode of The Week Ahead featuring CIO Gene Goldman examining the final inflation reports before the Federal Reserve's September 16 meeting.
Reported by Trevor Parker
Partnerships
Cetera Financial Group announced that the Clark County School District (CCSD) trustees voted to approve a new five-year partnership with UNLV for the Autism Leadership Cohort, which would fund $121,000 in year one and $710,000 total through June 2031.
Reported by Jansen Bordinhao
People
Cetera Financial Group welcomed Deyka Charneco, a bilingual financial advisor from AAMS, to the company.
Reported by Cetera Financial Group
Partnerships
Cetera Financial Group welcomed Sierra Ridge Advisor Group to its Blueprint platform, with James Slaughter, Giancarlo Foti, and the entire Sierra Ridge team joining on their next phase.
Reported by Andina Anderson
People
Cetera Financial Group celebrated the Growth Team in St. Cloud with team members and colleagues.
Reported by LeAnn Rummel
People
Cetera Financial Group financial advisor Rick Dickinson explained how the company followed through on onboarding promises and how the team has access to tools and resources.
Reported by Cetera Financial Group
People
Cetera Financial Group welcomed Brandon Barile as a new member of the team.
Reported by Cetera Financial Group
Research & Knowledge
Cetera Financial Group published a monthly recap summarizing market performance, major events, and news from August 2026.
Reported by Brian Miller, NSSA®, AIF®
People
Cetera Financial Group is hiring an Oracle Fusion Cloud HCM HR Systems Specialist for a Dallas, TX hybrid role.
Reported by Amanda Foust
People
Cetera Financial Group partnered with Milton Cooley, EA, NTPI Fellow, to allow him to run his business with the Regional Growth Team backing him up.
Reported by Cetera Financial Group
Partnerships
Cetera Financial Group acquired Sierra Ridge Advisor Group, bringing 40 affiliated advisors overseeing approximately $2.1 billion in AUA.
Reported by Cetera Financial Group
Presence & Recognition
Cetera Financial Group hosted Chief Market Strategist Brian Klimke on this week's episode of The Week Ahead to break down economic data reports on manufacturing, services, employment, and the jobs report.
Reported by Kristin Vesia Prentice WMCP
Presence & Recognition
Cetera Financial Group hosted an episode of The Week Ahead featuring Chief Market Strategist Brian Klimke breaking down economic data reports on manufacturing, services, employment, and the jobs report.
Reported by Cheryl Cousino, CFP®, AIF®