In her new role, Ms. Rummel will oversee all aspects of the firm's operations and will spearhead the execution of CFI’s growth initiatives and the further development of its wealth management platform for banks and credit unions.
Cetera Financial Group and Cetera Financial Institutions Announce Recruitment of Seneca Savings and Financial Quest
The new relationship will enable Seneca and Financial Quest to significantly expand the breadth of their investment solution offerings and improve the depth and quality of the wealth management services they provide.
Cetera Financial Group Enhances Executive Team with Appointment of Jeffrey R. Buchheister as Chief Financial Officer
Cetera Financial Group announces that industry veteran Jeffrey R. “Jeff” Buchheister has been appointed Chief Financial Officer, effective August 2.
Cetera Financial Institutions and West Milton State Bank Welcome James Shaffer to West Milton’s Wealth Management Program
Cetera Financial Institutions, a member of Cetera Financial Group® *, announces that 16-year veteran and top-producing financial advisor James Shaffer has joined West Milton State Bank to spearhead the expansion of its wealth management program.
Cetera Financial Group's Parent Company Completes Board with Addition of Industry Leading Executives
Cetera Financial Group announced that its parent holding company - Aretec - has completed the formation of its Board of Directors with the addition of three veteran executives as directors, for a total of seven experienced and widely-respected members of the new Board with a diverse range of backgrounds and expertise.
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