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FUNDRAISING NEWS | December 12, 2024

$231M AUA Allwealth Planning Joins Cetera's Summit Financial Networks

Tags: Personnel, Financial Advisor Move

Cetera Financial Group said Scottsdale, AZ-based advisory team allwealth Planning has joined its Summit Financial Networks, adding $231M in assets under administration. 

The allwealth team is composed of co-founders Eric Bottolfsen, Howard Gershkowitz and Robert Gershkowitz, who were previously affiliated with the MML Investors Services network at Goldbook Financial.

Summit Financial said it generates the highest gross dealer concessions per advisor within Cetera Advisor Networks, which is in turn the largest of Cetera Financial’s four broker-dealers, with over 4,000 advisors.

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