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.
A trustee says it has no record of the investor now suing it for $50 million
Legislation seeks to loosen access to private markets to include professional advice from RIAs and broker-dealers, not just income or net worth.
"I just feel like I can get a lot further [by] opening a 529 account," said one respondent to the BabyCenter survey on Trump accounts.
New ICI research shows these retirement savers pay expense ratios nearly matching industrywide averages, extending years of fee declines
UBS data show American net worth is shifting from property to cash and funds faster than in seven other wealthy nations.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
