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Cetera Announces Close of Equity Reinvestment from Genstar Capital

Cetera Continues with Current Leadership, Community, Culture and Brand Reinvestment Enables Ongoing Deployment of Capital To Support Wealth Hub Expansion Through Organic Growth, M&A and New Markets SAN DIEGO, Dec. 22, 2023 /PRNewswire/ — Cetera Financial Group, owned by Cetera Holdings (collectively, “Cetera”), the premier financial advisor Wealth Hub, announced today the close of the […]

San diegoUnited statesSan franciscoTony salewskiMike durbinCetera investment servicesCetera advisor networksCetera advisorsCetera holdingsCetera financial specialistsCetera financial groupCetera continuesCurrent leadershipEnables ongoing deploymentWealth hubGenstar capital

Avantax executives got golden parachutes for Cetera deal

Avantax executives got golden parachutes for Cetera deal
accountingtoday.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from accountingtoday.com Daily Mail and Mail on Sunday newspapers.

Chris waltersTabitha baileyBrandon kawalJohn langstonTodd mackayMarc mehlmanExchange commissionRepublic capital groupCetera holdingsCetera financial groupLincoln financial groupSecurian financial servicesGenstar capital backedAvantax wealth management president todd mackayChief financial officer marc mehlmanChief legal officer tabitha bailey

Avantax executives got golden parachutes for Cetera deal

Avantax executives got golden parachutes for Cetera deal
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

John langstonChris waltersMarc mehlmanBrandon kawalTabitha baileyTodd mackayExchange commissionCetera holdingsSecurian financial servicesCetera financial groupLincoln financial groupRepublic capital groupGenstar capital backedAvantax wealth management president todd mackayChief financial officer marc mehlmanChief legal officer tabitha bailey

Avantax Welcomes Stephen Whyte and his Four-Generation Tax and Wealth Management Firm with Over $100 Million in Total Client Assets

Avantax Welcomes Stephen Whyte and his Four-Generation Tax and Wealth Management Firm with Over $100 Million in Total Client Assets
forextv.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from forextv.com Daily Mail and Mail on Sunday newspapers.

United statesStephen whyteTodd mackayTony katsulosKendra galanteJerry whyteLuis rodriguezJennifer whyteCetera holdingsWhyte associates incAvantax incAvantax advisory services incWhyte associatesAvantax investment services incHome officeTax focused financial professional

Cetera Closes on Acquisition of Avantax | Wealth Management

The deal takes Avantax private, and the tax-focused firm will operate as a separate division within Cetera.

Tabitha baileyMarc mehlmanMike durbinChris waltersCetera holdingsCetera financial specialistTreasurer marc mehlmanChief legal officerCorporate secretary tabitha bailey

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