Cetera Financial Group announced that a nine-person team doing business as Rally Wealth and Benefits has joined Summit Financial Networks. The firm (led by President Bruce Glenn) and his daughter Managing Partner Kristina Strickland provide comprehensive financial planning and investment advice to clients and had over $325 million in assets under administration as of March 1, 2024.
Glenn and Strickland have a combined 26 years of industry experience. And Glenn holds his Series 6, Series 7, Series 24, Series 63 and Series 66 registrations and his designations include CRPS and AAMS. And Strickland holds her Series 6, Series 63 and Series 65 registrations and her CPFA designation. This team was started when Glenn entered the securities industry in 2008 and has continued to grow since his daughter, Strickland, joined the firm in 2013.
Today with a team of seven individuals, including VP of Operations Carrie White, VP of Qualified Plans Joe Michael, QPFC, Senior Wealth Manager Neil Connolly, CFP, Senior Relationship Manager Melissa Sampley, Relationship Manager Bailey Lucito, and associates Lisa Kennell and Danica Murdock-Colin joining Glenn and Strickland, this Overland Park, Kansas team is excited to continue to offer their clients a comprehensive range of financial services catering to their needs.
KEY QUOTES:
“Right away, the whole team was interested in the way Cetera and Summit Financial can provide us a boutique feeling while also giving us access to the unparalleled resources and services of Cetera, a large player in the space. In particular, we are eager to take advantage of Cetera’s Retirement Solutions, which we know has been accelerating recently. Overall, we anticipate seeing a boon to our practice while at Cetera, and we believe our clients will feel the difference, too.”
– Bruce Glenn
“Bruce, Kristina and the entire Rally Wealth and Benefits team are known as accomplished advisors, and I’m proud to welcome them to our community. I know this team will thrive under our unique model – and I look forward to seeing how we work together moving forward.”
– Cetera Advisors President and CEO Tom Halloran
