Rally Wealth and Benefits Joins Cetera From
Commonwealth
SAN
DIEGO, July 11, 2024 /PRNewswire/ -- Cetera
Financial Group, the premier financial advisor Wealth Hub,
announced that a nine-person team doing business as Rally Wealth
and Benefits has joined Summit Financial Networks. The firm,
led by President Bruce Glenn* and
his daughter Managing Partner Kristina Strickland*, provides
comprehensive financial planning and investment advice to clients
and had more than $325 million in
assets under administration** as of March 1,
2024.
"Right away, the whole team was interested in the way Cetera and
Summit Financial can provide us a boutique feeling while also
giving us access to the unparalleled resources and services of
Cetera, a large player in the space," Glenn said. "In particular,
we are eager to take advantage of Cetera's Retirement Solutions,
which we know has been accelerating recently. Overall, we
anticipate seeing a boon to our practice while at Cetera, and we
believe our clients will feel the difference, too."
"Bruce, Kristina and the entire Rally Wealth and Benefits team
are known as accomplished advisors, and I'm proud to welcome them
to our community," said Cetera Advisors President and CEO
Tom Halloran. "I know this team will
thrive under our unique model – and I look forward to seeing how we
work together moving forward."
Glenn and Strickland have a combined 26 years of industry
experience. Glenn holds his Series 6, Series 7, Series 24, Series
63 and Series 66 registrations and his designations include CRPS
and AAMS. Meanwhile, Strickland holds her Series 6, Series 63 and
Series 65 registrations as well as her CPFA designation. The team
was started when Glenn entered the securities industry in 2008 and
has continued to grow since his daughter, Strickland, joined the
firm in 2013.
Today, with a team of seven individuals, including: VP of
Operations Carrie White, VP of
Qualified Plans Joe Michael, QPFC,* Senior Wealth Manager
Neil Connolly, CFP,* Senior
Relationship Manager Melissa
Sampley, Relationship Manager Bailey
Lucito, and associates Lisa
Kennell and Danica
Murdock-Colin joining Glenn and Strickland, this
Overland Park, Kan. team is
excited to continue to offer their clients a comprehensive range of
financial services catering to their needs, regardless of what life
stage they may be in.
Click here for more information about Cetera and click
here for more information about Summit Financial Networks.
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 more than 12,000 financial professionals and their
teams, Cetera oversees more than $505
billion in assets under administration and $213 billion in assets under management, as of
March 31, 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 www.cetera.com, and follow Cetera on LinkedIn, YouTube,
Twitter 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
Advisor Networks, member FINRA/SIPC. Advisory services offered
through Cetera Investment Advisers LLC. Cetera firms are under
separate ownership from any other entity.
**Value approximated based on asset holding details provided to
Cetera.
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SOURCE Cetera Financial Group