Wilde Wealth Management, one of the largest firms within Cetera's affiliate network, has arrived at a significant milestone on its continuing growth journey.
Cetera announced that two seasoned advisors, Jeffrey Anthony and Jason Fial, have joined the ownership group at Wilde Wealth.
A fee-based firm headquartered in Arizona, Wilde Wealth Management is a top independent wealth manager that provides a wide array of services including retirement, investment, real estate, insurance, legal and tax planning.
With a book exceeding $3.4 billion in assets under administration, Wilde Wealth serves as an OSJ overseeing more than 42 advisors with nine locations in the Southwest US. It received a minority investment from Cetera in January this year, allowing the firm to open up its ownership group to include additional advisors.
"I am extremely excited to welcome Jeff and Jason, who are longtime advisors at Wilde Wealth, to our ownership group," Wilde Wealth Management co-founder, CEO and managing principal Trevor Wilde said in a statement.
A member of the Wilde Wealth team since 2019, Anthony was recently elevated to the position of chief growth officer. He'll be playing a pivotal role in the firm's organic and inorganic growth efforts, focusing on multiple areas including client and asset growth, advisor mentorship and management, and advisor succession planning programs.
Fial, a nearly 20-year veteran of the industry, is a consistent qualifier for the Million Dollar Round Table. Prior to joining Wilde Wealth in 2018, he spent 15 years at Country Fianncial as a financial representative.
"We view this milestone as a win-win – growing the value of Wilde Wealth Management while significantly enhancing our strategic vision for the good of our clients and continuing to build a chosen destination for top advisors from across the industry," Wilde said.
Cetera also ratcheted up its efforts to meet advisors' evolving needs last week as it welcomed a quartet of former executives from LPL, Osaic, Commonwealth and TD Ameritrade to its leadership.
Shorter waits for failed SIE and Series 7 candidates take effect Jan. 19, speeding the path to registration
Raymond James and Cetera also welcomed advisors from UBS and LPL as competition for experienced teams stays fierce
Jim Walesa worked in the securities industry for 39 years before leaving in 2021.
As the market turned from pricing in cuts to betting on hikes this year, the developing reality of a K-shaped economy has had real implications for households and investors alike.
Alleged cash payments, stolen client data, and a court that jumped the gun
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
