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Totus Wealth Management in the News
Three Teams Management More Than $600 Million Join Cetera Advisors LLC
February 16, 2023: Cetera Financial Group (Cetera), an at-scale wealth hub that offers financial professionals and institutions the latest solutions, support and services, announced today that three teams managing approximately $610 million in assets under administration, as of January 30, 2023, have affiliated with Cetera Advisors via Totus Wealth Management (Totus)...
NAIFA Leader John Wheeler, Jr., Featured in InsuranceNewsNet Magazine
February 8, 2023: John Wheeler, senior executive partner of Totus Insurance Agency LLC has an extensive background in the financial services industry that began in 1969. Growing up in a small town, where life insurance could mean the difference between a family keeping and losing their home, he quickly learned that having tough conversations with friends and acquaintances could change their future as well as create a path to success for him...
$3B Advisor Team Affiliates with Cetera
September 30, 2022: Cetera Financial Group says an advisor team with $3 billion in client assets has affiliated with the Cetera Advisors network via Totus Wealth Management. Burrows Capital Advisors, based in League City, Texas, joins the Totus group from Hilltop Securities...
Cetera Welcomes $3 Billion AUA Burrows Capital Advisors Team
Sept. 28, 2022: Cetera Financial Group, one of America's largest networks of financial professionals, announced today that Burrows Capital Advisors, led by 30-year industry veteran Don Burrows, has affiliated with Cetera Advisors via Totus Wealth Management (Totus)...
Cetera Adds Two Advisors With Nearly $600M In Total Assets
June 24, 2022: Cetera Financial Group announced that it has added two advisors with a total of nearly $600 million in combined assets to its network. Mark Nakamitsu joined Cetera Investors in Edina, Minn., and Rick Farrar has joined Totus Wealth Management of Woodlands, Texas, within the Cetera Advisors network...
Two More Practices Join Cetera, totaling $600M in Assets
June 24, 2022: Cetera Financial Group, one of America's largest networks of financial professionals, announced today two advisory teams, managing nearly $600 million in combined assets, have affiliated with Cetera. Mark Nakamitsu, CFP®, has joined Cetera's branch community – Cetera Investors – in the Twin Cities...
Totus Wealth Management Launches with Cetera
May 5, 2021: Cetera, a leading financial advice firm, has announced the affiliation of the newly launched Totus Wealth Management. The Texas-based team supports a reported $2.4 billion in wealth management assets...