Cetera Announces Strategic Partnership with A+ Federal Credit and its Investment Programs with approximately $214 million in Assets Under Administration
Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that A+ Federal Credit Union is converting its retail investment program to the Cetera Financial Institutions (CFI) community. This full-service credit union’s investment management program has approximately $214 million* in assets under administration as of June 2, 2023. A+ Federal Credit Union, an award-winning credit union proudly serving more than 194,000 members across Texas and beyond, will leverage Cetera’s integrated technology, robust growth and operations support, and advice-focused program to support its retail investment program and to grow A+ Wealth Management.
“The dedication A+ Federal Credit Union has to the financial betterment of its members is palpable – and I’m excited to welcome that energy into the Cetera family,” said LeAnn Rummel, president and CEO of Cetera Investment Services. “We take pride in providing forward-thinking financial institutions, like A+ Federal Credit Union, with outstanding resources and technologies that help them accelerate their growth and continue providing their members with better financial futures for years to come.”
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“Cetera is the right fit for A+ Federal Credit Union as we seek to grow the suite of investment and wealth management services we offer our members,” said Aaron Persons, vice president of Wealth Management at A+ Federal Credit Union. “We’re excited not only by the innovative tools and technology available through Cetera, but also by the shared belief regarding the importance of relationship building. At A+ Wealth Management, we’re committed to serving our clients with integrity, transparency and respect – every interaction with Cetera has confirmed we align on these core values.”
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A+ Federal Credit Union was founded in 1949 by a group of like-minded teachers who developed the idea to work together not just as colleagues but also as stewards of each other’s financial futures. With an ongoing focus on its mission of Banking on each other, Building stronger communities, the credit union now serves a wide and diverse member base and has won multiple awards for its customer service as well as its ongoing volunteering of staff in the local community.
For nearly 40 years, Cetera Investment Services has empowered financial institutions to deepen client connections and expand their services with customized support that helps financial professionals meet their clients’ full lifecycle needs.
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