Cetera Announces New Partners at Wilde Wealth Management

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May 22, 2024, 10:03 ET

Industry veterans Jeffrey Anthony and Jason Fial join Wilde Wealth Management ownership group

Cetera's minority investment in Wilde Wealth paves the way for expanded ownership opportunities for advisors in $3.4 billion firm

SAN DIEGO, May 22, 2024 /PRNewswire/ -- Cetera Financial Group, the premier financial advisor Wealth Hub, announced today that industry veteran financial advisors Jeffrey Anthony, CFP^® and Jason Fial have joined the ownership group at Wilde Wealth Management. Wilde Wealth Management is an independent wealth management firm that is one of the largest businesses within the Cetera Advisors community. Cetera previously completed a minority investment in Wilde Wealth Management that empowered the expansion of the ownership group to additional advisors.

Anthony joined Wilde Wealth in 2019 and was recently named Chief Growth Officer. In this newly created role, Anthony will lead organic and inorganic growth strategies for the firm, focused on client and asset growth as well as advisor mentorship, management, and development. He will also partner with fellow advisors on succession planning programs that fit both their needs and those of their clients.

Fial joined Wilde Wealth in 2018 and started his career in the financial services industry in 2005. He is a three-time Million Dollar Round Table qualifier, which is held in high regard in the financial services industry. Prior to joining Wilde Wealth, he was a financial representative for Country Financial for nearly 15 years.

"I am extremely excited to welcome Jeff and Jason, who are longtime advisors at Wilde Wealth, to our ownership group," said Wilde Wealth Management co-founder, CEO and managing principal Trevor Wilde, AIF^®. "We view this milestone as a win-win – growing the value of Wilde Wealth Management while significantly enhancing our strategic vision for the good of our clients and continuing to build a chosen destination for top advisors from across the industry."

Based in Scottsdale, AZ, Wilde Wealth manages more than $3.4 billion in assets under administration (AUA) for clients and serves as an OSJ overseeing more than 42 advisors with nine locations across the Southwest. Advisors with Wilde Wealth have been affiliated with Cetera Advisors since 2007.

Visit www.cetera.com for more information.

About Cetera
Cetera Financial Group, which is owned by Cetera Holdings (collectively, Cetera), is the premier financial advisor Wealth Hub where financial advisors and institutions optimize their control and value creation. Breaking away from a commoditized and homogenous IBD model, Cetera offers financial professionals and institutions the latest solutions, support, and services to grow, scale, or transition with a merger, sale, investment, or succession plan. Cetera proudly serves independent financial advisors, tax professionals, licensed administrators, large enterprises, as well as institutions, such as banks and credit unions, providing an established and repeatable blueprint for scalable growth.

Home to more than 12,000 financial professionals and their teams, Cetera oversees more than $505 billion in assets under administration and $213 billion in assets under management, as of March 31, 2024. In a recent advisor satisfaction survey of nearly 35,000 reviews, Cetera's Voice of Customer (VoC) program vigorously measures advisor experience and satisfaction 24/7. Currently, it's ranked 4.8 out of 5 stars.

Visit www.cetera.com, and follow Cetera on LinkedIn, YouTube, Twitter and Facebook.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, the following FINRA/SIPC members: Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. Located at: 655 W. Broadway, 11th Floor, San Diego, CA 92101.

About Wilde Wealth Management Group
Wilde Wealth Management Group provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. A fee-based firm with in-house
Senior Financial Advisors, Certified Financial Planners, Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients' diverse goals, the firm has been recognized by Forbes and has been named to Barron's "List of Top 1,200 Advisors" annually for 15 years, most recently ranking in the top five firms in Arizona. Currently, Wilde Wealth Management Group has offices across Arizona located in Scottsdale, Sun City-Surprise, Glendale, Sedona, Tempe, Tucson, and Payson as well as affiliates and partners in Indiana, California, Florida, and New Mexico. For more information, visit www.wildewealth.com.