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FUNDRAISING NEWS | October 16, 2024
Tags: Personnel, Financial Advisor Move
A former Arvest Wealth advisor has joined Cetera Financial Group’s advisor channel, Cetera Advisors, and launched his own independent practice, according to an October 15 press release.
Tom Wolf is integrating with Cetera Advisors under his newly established firm Apex Wealth Management, bringing in $136M in assets under administration from seven years of financial services experience. Wolf is joined by his assistant Tori Dockery.
As of June 30, Cetera said it houses approximately 12,000 financial professionals, representing over $521B in AUA and $224B in AUM.
View the press release here.
Written By: Dakota
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