Cetera Financial Group has added two new financial advisory teams that bring with them almost $400 million in assets under management, Minnesota-based Sonnenfeld Financial Group and San Diego-based Lincoln Capital, the firm announced Tuesday.
Sonnenfeld Financial, which was most recently affiliated with Geneos Wealth Management, has offices in Edina and Winona, Wisconsin. The firm, with $150 million in AUM, is led by Terry Sonnenfeld, who has 30 years of experience. It will join Cetera’s AdvisorNet region.
Lincoln Capital, which manages $245 million, had been affiliated with Independent Financial Group. The team of four is led by Mike Lincoln and will join Cetera’s Summit Financial Networks.
&Partners has also added a $357 million Texas family practice, while Janney recruits a $250 million Edward Jones advisor in Miami
Linda Patel will lead J.P. Morgan Advisors in Florida and Georgia as Bank of America adds nonprofit specialists in New York
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