Cetera Welcomes $121 Million AUA Advisor to Cetera Advisor Networks
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~ Cetera Financial Group, a leading financial advisor Wealth Hub, has recently announced the addition of Jake Spruiell to their team at Cetera Advisor Networks. Spruiell, who is the owner of Sonterra Wealth Management LLC, brings with him over 25 years of experience in the industry and holds Series 7 and Series 63 registrations.
With a focus on providing comprehensive financial planning and investment advice to his clients, Spruiell's firm currently has over $121 million in assets under administration as of May 31, 2024. When asked about his decision to join Cetera, Spruiell stated that he was drawn to the company's vast array of product availability and open architecture that allows for a more personalized approach to client service.
In comparison to other financial institutions, Spruiell described Cetera's offerings as having "nearly every flavor imaginable" rather than just the standard options. He also expressed excitement about utilizing Cetera's Wealth Hub, which offers cutting-edge tools and resources to enhance the client experience.
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Cetera Advisor Networks President Tim Stinson welcomed Spruiell to their community, praising his experience and well-rounded approach as an advisor. Stinson believes that Spruiell's clients will benefit greatly from the additional resources and support provided by Cetera's exceptional regional team model.
Spruiell was born and raised in Laredo, Texas, a city on the U.S. and Mexico border. Throughout his career, he has served thousands of clients both domestically and internationally. In addition to his work in finance, Spruiell is also dedicated to serving his community through involvement on the boards of organizations such as the Boys & Girls Club of Laredo and the Kiwanis Club.
For more information about Cetera Advisor Networks and their services, please visit their website.
With a focus on providing comprehensive financial planning and investment advice to his clients, Spruiell's firm currently has over $121 million in assets under administration as of May 31, 2024. When asked about his decision to join Cetera, Spruiell stated that he was drawn to the company's vast array of product availability and open architecture that allows for a more personalized approach to client service.
In comparison to other financial institutions, Spruiell described Cetera's offerings as having "nearly every flavor imaginable" rather than just the standard options. He also expressed excitement about utilizing Cetera's Wealth Hub, which offers cutting-edge tools and resources to enhance the client experience.
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Cetera Advisor Networks President Tim Stinson welcomed Spruiell to their community, praising his experience and well-rounded approach as an advisor. Stinson believes that Spruiell's clients will benefit greatly from the additional resources and support provided by Cetera's exceptional regional team model.
Spruiell was born and raised in Laredo, Texas, a city on the U.S. and Mexico border. Throughout his career, he has served thousands of clients both domestically and internationally. In addition to his work in finance, Spruiell is also dedicated to serving his community through involvement on the boards of organizations such as the Boys & Girls Club of Laredo and the Kiwanis Club.
For more information about Cetera Advisor Networks and their services, please visit their website.
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