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FUNDRAISING NEWS | December 04, 2024

$465M AUM First Citizens Switches Affiliation to Cetera from LPL

Tags: Personnel, Financial Advisor Move

Cetera Financial Group has entered into a network agreement with First Citizens State Bank to support the Whitewater, WI-based bank’s investment program.

 

First Citizens State Bank unit First Citizens Investments Services transitioned its affiliation to Cetera from LPL Financial, bringing approximately $465M in client assets. The bank operates in four locations across three Wisconsin cities.

 

The Wisconsin bank represents Cetera’s most recent network agreement after it integrated the wealth management unit of Fort Walton Beach, FL-based Eglin Federal Credit Union in a similar deal reported by Dakota on November 15. To date, Cetera said it has supported the investment programs of more than 450 banks and credit unions.

 

Source: https://cetera.com/press-room/cetera-welcomes-first-citizens-state-bank

 

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Written By: Dakota

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