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Cetera Announces New Partners at Wilde Wealth Management

Industry veteran financial advisers Jeffrey Anthony, CFP, and Jason Fial have joined the ownership group at Wilde Wealth Management – an independent wealth management firm within the Cetera Advisors community with approximately $3.4 billion in client assets under administration. Cetera previously completed a minority investment in Wilde Wealth Management that empowered the expansion of the ownership group to additional advisers.

Anthony joined Wilde Wealth in 2019 and was recently named chief growth officer. In this newly created role, Anthony will lead organic and inorganic growth strategies for the firm; he is focused on client and asset growth as well as adviser mentorship, management, and development. He will also partner with fellow advisers on succession planning programs that fit both their needs and those of their clients.

Fial joined Wilde Wealth in 2018 and started his career in the financial services industry in 2005. Prior to joining Wilde Wealth, he was a financial representative for Country Financial for nearly 15 years.

“I am extremely excited to welcome Jeff and Jason, who are longtime advisers at Wilde Wealth, to our ownership group,” said Trevor Wilde, AIF, co-founder, chief executive officer, and managing principal of Wilde Wealth Management. “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 advisers from across the industry.”

Based in Scottsdale, Ariz., Wilde Wealth manages more than $3.4 billion in assets under administration for clients and serves as an office of supervisory jurisdiction, overseeing more than 42 advisers with nine locations across the Southwest. Advisers with Wilde Wealth have been affiliated with Cetera Advisors since 2007.

Cetera Financial Group, which is owned by Cetera Holdings, serves more than 12,000 independent financial professionals and their teams, including tax professionals, banks, and credit unions in providing financial planning and wealth management services. Cetera oversees more than $505 billion in assets under administration and $213 billion in assets under management, as of March 31, 2024.

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