Cetera Financial Group, a financial advisor Wealth Hub, announced that Bart Schulte has joined Cetera Investment Advisers. Schulte is utilizing Cetera’s growing RIA Blueprint platform to support his exclusive advisory business as an investment adviser representative. He will have access to the resources and support provided through the Cetera Advisors community. And he oversees approximately $300 million in assets under management (as of August 31, 2024) and previously managed client portfolios for nearly seven years in his latest role in his 24-year financial services industry career.
Schulte holds a Series 66 registration and the Certified Wealth Strategist (CWS) certification. He earned a Bachelor of Science degree in business and marketing from the University of Missouri-Saint Louis and an MBA from Fontbonne University. He is based in Camdenton, Missouri.
KEY QUOTES:
“Owning and operating my own RIA is a longstanding career goal, and this affiliation with Cetera takes me one step closer to realizing this goal for the benefit of my business and my clients. Cetera’s RIA tech resources and self-clearing custodial capabilities provide the optionality and support for my independent advisory business today with the flexibility to open my own RIA in the future. I look forward to continuing this exciting path in collaboration with the expert team at Cetera.”
– Bart Schulte
“As growth in the RIA space continues to accelerate, many financial advisors lack the guidance and infrastructure they need to establish a successful RIA. Cetera’s RIA Blueprint offering is designed for advisors like Bart who are on the path to building their own RIAs, as well as for advisors who want to realize the benefits of owning their RIA with the assistance of an experienced partner. Cetera is here to support advisors who want to balance independence and compliance risk and we encourage any advisors considering these paths to connect with Cetera to learn more.”
– Kerry Pierce, senior managing director and head of advisory solutions at Cetera
