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Cetera Financial Group
In PWD coverage since August 14, 2026 · 6 stories
1Deals on our tracker
+1Talent net · 12 months2 in · 1 out
Talent flow · 12 monthsOn the wire →
Net +1 · 2 arrivals · 1 departures
Kim Hellerman-Hersman
Aug 18 · advisor move
Rick Bergstrom
Aug 16 · team liftout
Jim Tucker
Aug 16 · team liftout
Advisor
Aug 13 · team liftout
Arrivals
Jim Tucker
Aug 16 · from Commonwealth Financial Network
Jim Tucker and Patrick Bria
Aug 14 · from Commonwealth Financial Network
Departures
Mark Palmer
Aug 19 · to Presidio Financial Partners
Deal recordFull tracker →
Apr 27, 26Deal announcedThe Retirement Planning Group · Cetera Planning Partners · Avantax Planning Partners · $19B
PWD coverage
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The IBD talent war opens a wirehouse front
Cetera pulled two groups from Commonwealth and Raymond James took a team from Wells Fargo on the same Monday. The fight for independent advisors now runs on two fronts.