Former Northwestern Mutual Advisor with $28 Million in Assets Joins Cetera Financial
Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, announced that Jonathan Fagan has joined Cetera Advisors by joining Wilde Wealth Management Group.
Fagan, who provides financial planning services to clients with nearly $28 million in assets, was previously affiliated with Northwestern Mutual.
With more than 23 years of industry experience, Fagan began his career at Northwestern Mutual, later joining the company’s leadership in 2008, according to Cetera.
“Jonathan’s long history of excellence in the financial services field makes him an ideal fit for both Wilde Wealth and Cetera Advisors,” said Trevor Wilde, chief executive officer of Wilde Wealth Management. “We welcome Jonathan to Wilde Wealth and look forward to working together with him to continue delivering the outstanding service Wilde Wealth clients have already come to expect.”
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.