Cetera Financial Institutions has recruited the wealth management program of Marquette Bank, a Chicago-based bank with $1.5 billion in total assets serving businesses and individuals through its 21 banking centers across Chicagoland, to its platform.
The 12 financial professionals of Marquette Bank’s wealth management program provide financial planning, retirement, insurance and investment management services to a diverse retail client base. The program supports approximately $382 million in client brokerage assets.
“We’re pleased to have recently completed our transition to the Cetera platform, which has been a positive experience overall," said Carol Steele, first vice president and director of bank sales for Marquette. "Based on both our initial experiences to date and Cetera’s clearly expressed commitment to ensuring that the needs of all its advisors and institutions will continue to be met without any disruptions related to its capital structure review, we expect that it will be very much business as usual.”