Husband-Wife FA Duo Join Cetera

Cetera Wealth Partners has hired Houston-based Innovative Premier Financial Services (IPFS), led by David and Kate Frank, from NEXT Financial Group. IPFS advises around 500 clients, focusing on wealth accumulation, legacy, estate, and business planning.

David Frank has been in the financial services industry since 1994, having worked at seven different firms before joining NEXT in 2020. He also hosted a financial talk radio show called "All Things Financial." Kate Frank entered the industry in 2004 and, like her husband, worked at seven firms before joining NEXT in 2018. At IPFS, she oversees the development of the team's insurance financial representatives. The husband-wife team brings significant experience to Cetera Wealth Partners through this transition.

To view the press release, click here.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

Related Content

MedTech, Biopharma, and Clinical Software Lead October 2025 Healthcare Transactions
November 17, 2025

AI, Data Centers, and Cybersecurity | October 2025 Tech & Software Transactions
November 13, 2025

October Capital Flows Driven by $22B in Allocations and Infrastructure Mega-Raises
November 10, 2025

Betting, Analytics, and Institutional Capital Headline the November Edition of Dakota Sports Investing
November 06, 2025

Aerospace, Logistics, and Automation Drive September 2025 Industrial Transactions
October 21, 2025

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Husband-Wife FA Duo Join Cetera

Subscribe

Related Content

The Database For Cold Outreach to Reach Institutional and RIA Investors

Address

Products & Services

Resources

Podcasts

Events

Company