PyraMax Bank departs LPL, choosing Cetera for its hands-on management and growth strategy
Cetera Financial Group, one of America’s largest networks of financial professionals, announced that it has welcomed Milwaukee-area PyraMax Bank to its Cetera Financial Institutions community. Together, the organizations will expand PyraMax Bank’s menu of investment services and seek to grow the team by actively recruiting top financial professionals. Cetera will provide integrated technology, robust growth and operations support, and an advice-focused platform. PyraMax Bank serves clients across Southeastern Wisconsin and was formerly affiliated with LPL. This marks the third strategic relationship Cetera has formed with a bank this year.
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“As the PyraMax Bank team evolves its business and grows as an organization, partnering with Cetera Financial Institutions is a natural step to reach our goals and better serve our clients,” said Jennelle Bettinger, Vice President of Retail Banking at PyraMax Bank. “In working with Cetera, we are gaining more intimate and direct access to management, innovative technology, and best-in-class client solutions. We are also excited to work with an organization that is deeply committed to celebrating our legacy and longstanding client relationships.”
Since 1983, Cetera Financial Institutions has set the industry standard for serving bank and credit union wealth management programs. It empowers financial institutions to deepen their client connections and expand their services in meeting their clients’ full lifecycle needs. The team’s unmatched knowledge of supporting the unique needs of financial institutions means its organizations have access to the client-centric capabilities to deliver a superior and collaborative experience, along with robust technology and tools designed specifically for banks and credit unions.
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The Cetera Financial Institutions partnership provides PyraMax Bank financial consultants access to a wider array of tools, technologies, and solutions, including AdviceWorks® – Cetera’s award-winning platform for financial professionals and members – and Growth360, Cetera’s peer-based methodology that helps financial professionals learn from and incorporate the successes of their fastest-growing peers.
“We’re thrilled to welcome PyraMax Bank to the Cetera family and further expand our presence in the Midwest,” said LeAnn Rummel, president and CEO of Cetera’s financial institutions community. “We are confident our solutions, technology, and growth strategies will complement PyraMax Bank’s model and their long-term vision. Together, with my leadership team, we are excited to take their business to new heights.”
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