Cetera Financial Group has bolstered its reputation as a premiere advisor wealth hub again as a veteran formerly affiliated with Lincoln’s wealth division joins its network in Ohio.
On Thursday, the firm announced its addition of Charles "Chuck" Hahn to Cetera Advisor Networks.
Hahn, who previously reported managing over $108 million in assets under administration with Lincoln Financial Advisors Corporation – which Osaic snapped up in May as part of its deal for Lincoln’s wealth business – brings over 42 years of industry experience to Cetera, including more than 20 years with Lincoln.
After cutting ties with Lincoln Financial Advisors on May 29, according to his BrokerCheck profile, Hahn will now offer comprehensive financial planning and investment advice to his clients through Cetera.
"Chuck is a talented and dynamic advisor, and I'm proud he's chosen to affiliate with our community," Tim Stinson, president of Cetera Advisor Networks, said in a statement.
Before his tenure at Lincoln, Hahn began his career at New England Securities in 1981 as a registered broker.
"I know his team will benefit greatly from the unique flexibility, resources and support of our unique regional team model and I look forward to watching Chuck grow his already thriving practice at Cetera," Stinson said.
Cetera Financial Group currently supports approximately 12,000 financial professionals and manages over $521 billion in assets, with $224 billion under management as of June 30, 2024. Earlier in the summer, Cetera Advisor Networks’ July recruitment record included a former $151 million Ameriprise advisor in Florida who joined via Summit Financial Networks and a $325 million team from Commonwealth that switched allegiances in Kansas.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.