Entities / Company
Cetera Financial Group.
Financial services provider in California, US
- Reports this week
- 0
- Active events
- 0
- Connections
- 19
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
One to three months ago
-
Cetera Financial Group is targeting Commonwealth advisors through competitive recruitment efforts, which is managed by Genstar Capital.Some support1 report
-
Ken Perkins, owner/president of Tri-State Financial Services, achieved platinum level status at Cetera Financial Group's conference.Some support1 report
-
Bush, an entrepreneur behind a Cetera-affiliated network, found James Allen's book foundational to his work.Some support1 report
Gone quiet
No new reports in 90+ days-
MTI moved to Cetera's Summit Financial Networks, and Raymond James has advisors in Roanoke.Some support1 report
-
Various executive appointments and past employment details were reported for companies including Cetera Financial Group, Wealth.com, LPL Financial, and Morgan Stanley.Well supported4 reports5 developments inside
-
Doug Shepler moved from LPL Financial to Cetera Financial Group on July 24, 2025, seeking better service.Some support1 report
No events began in the chosen period. Widen it, or reset.
Around Cetera Financial Group this week
News at the entities that move Cetera Financial Group most-
Genstar Capital StructuralGenstar Capital partnered with Brian Kesseler, whose background includes roles at Ford and Tenneco.Moves Cetera Financial Group
-
Bush StructuralJeffrey Sachs analyzed Obama's politics and budget policies, noting Obama's campaign to make Bush tax cuts permanent.Moves Cetera Financial Group
-
Commonwealth OperationalCommonwealth is running an apprenticeship program for OST educators in Massachusetts.Moves Cetera Financial Group
-
FED Mentioned togetherUBS upgraded Wynn Macau citing improved outlook, while Morgan Stanley projected strong GGR growth in the market.Moves Cetera Financial Group
Connections
The 6 strongest of 19, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
MTI Transactional
MTI successfully moved into Cetera Financial Group's network via Summit Financial Networks.
-
Genstar Capital Structural
Genstar Capital manages Cetera Financial Group, establishing a dependent organizational structure.
-
Bush Structural
Cetera operates within a network whose leadership and foundation are attributed to entrepreneur Bush.
-
Jim Tucker Structural
Jim Tucker is a retained advisor for Cetera Financial Group.
-
Commonwealth Operational
Cetera Financial Group actively competes with Commonwealth by targeting and poaching its financial advisors.
-
FED Mentioned together
The provided evidence does not describe any relationship between FED and Cetera Financial Group.
History
Events by the month they beganAugust 2026
1 eventJuly 2026
2 eventsJune 2026
3 events- MTI moved to Cetera's Summit Financial Networks, and Raymond James has advisors in Roanoke.
- Various executive appointments and past employment details were reported for companies including Cetera Financial Group, Wealth.com, LPL Financial, and Morgan Stanley.
- Doug Shepler moved from LPL Financial to Cetera Financial Group on July 24, 2025, seeking better service.