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FUNDRAISING NEWS | December 17, 2024

Lighthouse CU Wealth Advisors to Join Cetera Network

Tags: Financial Advisor Move

Cetera Financial Group announced that it has entered into a networking agreement with Porthouse, NH-based Lighthouse Credit Union to establish Lighthouse Wealth Advisors, a member-focused investment program.

Established in 1936, Lighthouse Credit Union transitioned from being state chartered to being federally chartered, expanding its services beyond New Hampshire and Maine. As of December 1, the credit union reported managing $12B in client assets.

The networking agreement follows closely on the heels of Cetera’s partnership with Citadel Credit Union, which it announced on December 13, and is the third bank or credit union networking deal for Cetera during the month.

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Written By: Dakota

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