Premier financial advisor Wealth Hub Cetera Financial Group announced that a seven-person team led by a husband and wife duo doing business as Innovative Premier Financial Services (IPFS) has joined Cetera Wealth Partners. Headed by Managing Partners David and Kate Frank, the team offers comprehensive financial planning and investment advice to approximately 500 clients. IPFS serves clients who are focused not just on the accumulation of wealth but also on legacy, estate, and business planning.
David and Kate have a combined 60 years of experience in the financial industry and have served the Houston area since the early 1990s.
Kate holds her Series 7, Series 66 and Series 65 registrations and currently leads growth and development of the insurance financial representatives at IPFS. And she has served most of her career in a management capacity and focuses on educating people on how to potentially save substantial money over their lifetime using an economic and scientific model.
David holds his Series 7, Series 24, Series 63 and Series 65 registrations and has dedicated his career to the education, development, implementation and promotion of programs that provide thoughtful and diverse products, strategies, designs and analysis for his clients. And his professional history includes producing a financial talk radio show called “All Things Financial,” as well as numerous public speaking engagements.
KEY QUOTES:
“As we started a search to transition our business, Cetera immediately stood out for the breadth of options that we can offer our clients. Between the expert investment management research team, robust investment option lineup and industry-leading technology resources, it was clear that Cetera was the best fit for our clients and our business from every angle. What’s more, Cetera embraces our culture and mindset as we focus on serving clients who believe in something bigger than themselves and beyond amassing wealth simply for their own gain.”
– Kate Frank
“Cetera clearly understands and appreciates our business and goals, and we didn’t have any other firms coming to the table with such a comprehensive plan and vision for the future. As we focused on growth of our business, Kate and I were both blown away by the extensive strategic growth resources Cetera provides. The marketing resources lead the industry in helping advisors grow organically and Cetera will be a critical strategic partner in our inorganic growth strategy as well. We are confident that our business will grow and thrive with Cetera in ways that would not be possible anywhere else in the industry.”
– David Frank
“David and Kate are talented, dedicated and dynamic advisors whose commitment to their clients and their business is second to none. I’m proud they’ve chosen to join Cetera Wealth Partners, where they will fit right in and find this to be their long-term professional home. I know this team will benefit greatly from the unique flexibility, resources and support and I look forward to watching this team grow their already thriving practice.”
– Head of Advisor Channel Firms (CA, CWP and Summit) Tom Halloran
