FUNDRAISING NEWS | November 23, 2024
Tags: Personnel, Financial Advisor Move
Cetera Financial Group has added a Camdenton, MO-based advisor with approximately $300M in managed client assets.
Bart Schulte joins Cetera Investment Advisers as senior wealth manager from Central Trust Company, where he served as a portfolio manager for nearly seven years. Prior to Central Trust, Schulte served as investment executive at First National Financial Services for nearly 14 years.
Cetera most recently entered into a networking agreement with a Florida credit union in which its Eglin Wealth Management group will now operate within the Cetera advisory network. As of September 30, Cetera said it houses approximately 12,000 financial professionals overseeing more than $545B in AUA and $235B in AUM.
Written By: Dakota
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