Former LPL Financial Advisors Join Cetera

Cetera Financial Group announced that the advisors of Ronin Wealth Management have joined Cetera Advisors.

Based out of Seattle, Cetera says managing director and advisor Marshall Thomas and advisor Travis Venable were previously affiliated with LPL Financial and oversee approximately $75 million in assets for high-net-worth clients, as of May 31, 2023.

“We believe that successful wealth management begins with the end in mind, and we quickly learned that Cetera allowed us to tailor our experience to accomplish the end goals we have in mind both for our business and our clients,” Thomas said. “We are encouraged by Cetera’s customizable platform and feel Ronin will thrive at a more boutique-style firm that delivers industry-leading resources and support.”

Cetera Financial Group serves more than 8,000 independent financial professionals and their teams, including tax professionals, banks and credit unions in providing financial planning and wealth management services. Cetera oversees approximately $330 billion in assets under administration and $116 billion in assets under management, as of March 31, 2023.

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