Capital Markets News

Cetera Welcomes Cramer Capital Management

Cetera Welcomes Cramer Capital Management

$140 million Kansas City team joins Cetera Advisor Networks from Commonwealth

Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Cramer Capital Management has affiliated with Cetera Advisor Networks. Led by founders Bruce and Dawn Cramer, the Kansas City-based team was formerly affiliated with Commonwealth Financial Network and manages $140 million for clients. Cramer Capital Management provides custom, client-based financial planning, focusing on both families and businesses. The addition of Cramer Capital Management is the latest recruiting win for Cetera, which attracted a record $3.6 billion in assets in the second quarter of 2022.

“After careful contemplation and due diligence, we are proud to affiliate our business with Cetera Advisor Networks,” Bruce and Dawn Cramer said. “We look forward to a closer relationship with our broker-dealer, and to the sophisticated growth resources that will help our business reach new heights. The open access to senior management and personalized support Cetera will provide are among many benefits that make this affiliation a logical choice for our business, our team and our clients.”

Latest Fintech News: Grey Raises $2Million to Simplify Cross-Border Payments Across Africa

“We continue to attract financial professionals seeking a deeper connection and better support from their firm affiliation,” said John Pierce, Cetera’s head of business development. “Financial professionals are increasingly looking for guidance and expertise to empower meaningful and sustainable growth – both organic and inorganic. We welcome Bruce and Dawn to the Cetera family and are confident their business will thrive.”

Latest Fintech News: RMCU Successfully Launches Mahalo’s Digital Banking Platform

Bruce and Dawn are heavily involved in multiple business and charitable organizations in the Kansas City community. They serve on multiple boards of directors, including Clay County Economic Development, American Diabetes Association of KC, Newhouse Shelter, and Hillcrest Ministries. Together, they have raised $550,000 over six years for the American Diabetes Association and Newhouse Women’s Shelter – including hosting an annual charity event at Arrowhead Stadium, home of the Kansas City Chiefs. Most recently, Dawn was appointed to the Kansas City Board of Police Commissioners by the Missouri governor.

Latest Fintech News: Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

[To share your insights with us, please write to sghosh@martechseries.com]

Related posts

CSC Acquires Eddystone Financial Services, Expanding Loan Agency Offering in Australasia

Business Wire

BankTEL Launches First AvidPay Customer

Fintech News Desk

Neutrinos Unveils New Intelligent Automation Platform, Unlocking Unmatched Digital Transformation Capabilities for Insurers

PR Newswire
1