Senior Wealth Advisor Charlie Kraft Joins Cetera Investors With More Than $140 Million In Assets Under Administration

(MENAFN- PR Newswire)

SAN DIEGO, March 11, 2025 /PRNewswire/ -- Cetera Financial Group , the premier financial advisor Wealth Hub, announced that Charlie Kraft* has joined Cetera Investors. Kraft provides comprehensive financial planning and investment advice to clients and has more than $140 million in assets under administration** as of June 30, 2024. He joins Cetera from Wells Fargo Advisors.

"I chose Cetera because of their commitment to supporting the independence of my practice,'" Kraft said. "I have a dedicated team from Day One to help me with client transition, registration and licensing. Also, given Cetera's focus on growth, I was quickly able to develop my firm's website and update its social media presence."

"I'm happy to welcome Charlie to our Cetera Investors family and proud of our community continually attracts talented financial advisors," said LeAnn Rummel, president of Cetera Investment Services. "Cetera Investors' unique model allows advisors to exclusively focus on their clients while we take care of the rest. I believe that Charlie's already thriving practice will continue to grow supported by Cetera Investors, and I'm eager to see what we accomplish together."

Cetera Investors, a community within Cetera Investment Services, frees independent advisors from the day-to-day hassles of running an office and allows for greater focus on growth and the client experience. Click here to learn more about Cetera Investors .

About Cetera

Cetera Financial Group, which is owned by Cetera Holdings (collectively Cetera), is the premier financial advisor Wealth Hub where financial advisors and institutions optimize their control and value creation. Breaking away from a commoditized and homogenous IBD model, Cetera offers financial professionals and institutions the latest solutions, support, and services to grow, scale, or transition with a merger, sale, investment, or succession plan. Cetera proudly serves independent financial advisors, tax professionals, licensed administrators, large enterprises, as well as institutions, such as banks and credit unions, providing an established and repeatable blueprint for scalable growth.

Home to approximately 12,000 financial professionals and their teams, Cetera oversees more than $545 billion in assets under administration and $235 billion in assets under management, as of September 30, 2024. In a recent advisor satisfaction survey of nearly 35,000 reviews, Cetera's Voice of Customer (VoC) program vigorously measures advisor experience and satisfaction 24/7. Currently, it's ranked 4.8 out of 5 stars.

Visit , and follow Cetera on LinkedIn , YouTube , X , and Facebook .

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Investment Advisers LLC, a registered investment adviser, and the following FINRA/SIPC members: Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. Located at: 655 W. Broadway, 11th Floor, San Diego, CA 92101.

Registered Representative offering securities through Cetera Investors, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other entity.

*Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.

**Value approximated based on asset holding details provided to Cetera.

SOURCE Cetera Financial Group

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