Two Firms With Combined $ 350 Million Join Cetera Through Farpointe Wealth Partners
First Oklahoma Advisory Group and Dahle’s Financial Services represent the latest additions to the growing Farpointe community
LOS ANGELES and DALLAS, September 30, 2021 / PRNewswire / – Cetera today announced that First Oklahoma Advisory Group and Dahle’s Financial Services have joined Farpointe Wealth Partners, LLC (“Farpointe”), an independent financial advisory firm within the Cetera network. The two firms supervise a set $ 350 million in client assets and have established a track record in providing comprehensive tax and financial planning services to clients.
First Oklahoma Advisory Group is a Tulsa, alrighttax and asset management practice that manages nearly $ 240 million in assets. Founded by Steven L. Wilson, PhD, CPA, CFP® in 1985, the firm served individuals, families and business owners, offering a wide range of tax and wealth management services and developing sophisticated and personalized portfolios that help clients achieve their financial goals. “We founded First Oklahoma Advisory Group with a mission to improve all aspects of the financial lives of our clients,” said Wilson. “As tax professionals and wealth managers, we take a holistic approach to achieve this goal, and it is important to partner with a team that shares the same vision and values. Cetera and Farpointe are a perfect fit for our business, and we look forward to serving customers with enhanced capabilities through this new affiliation. “
Dahle’s financial services are managed by a father-son team William E. Dahle III, EA and Aaron Dahle, EA The firm, based in West Jordan, Utah, combines tax and financial planning and oversees $ 110 million in assets. “We wanted a partner aligned with our business and our customers, and we appreciate having a voice as well as the meaningful support and peer collaboration we get by joining the Farpointe community,” said Bill Dahle.
“We are delighted that Steve, Bill and Aaron – and their very experienced teams – are joining the Farpointe family,” said Scott rawlins, CEO of Farpointe. “The fact that longtime advisors who are leaders in their communities transition their businesses is a testament to Farpointe’s unique value proposition. We look forward to partnering with them to create an even better future for them and their clients, ”said Farpointe’s President Brian stern.
“Farpointe and Cetera adhere to the same values and the philosophy that a strong culture and a collaborative community of like-minded advisors foster impactful growth,” said Ron krueger, head of the Cetera tax community. “We are delighted to welcome these new teams and look forward to partnering with them to grow their businesses.”
First Oklahoma Advisory Group and Dahle’s Financial Services are the eighth and ninth firms to join Farpointe in nine months. So far this year, Farpointe has affiliated firms with aggregate assets of over $ 1 billion.
About Cetera Financial Group®
Cetera Financial Group (Cetera) is a leading financial advisory firm. It enables the delivery of a consulting-centric experience® to individuals, families and businesses across the country through independent financial professionals as well as trusted tax professionals, banks and credit unions. Its head office is located at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, California 90245-5670.
Comprehensive services include: wealth management solutions, retirement planning solutions, advisory services, practice management support, innovative technology, marketing advice, regulatory support and market research .
“Cetera Financial Group” refers to the network of independent retail companies including, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC and First Allied Securities, Inc. All companies are FINRA / SIPC members.
Persons affiliated with Cetera companies are either Registered Representatives who only offer brokerage services and receive transaction-based remuneration (commissions), Representatives of investment advisers who only offer investment advisory services and receive fees based on on the assets, or both Registered Representatives and Representatives of investment advisers, who may offer both types of services.
About Farpointe Wealth Partners
Farpointe Wealth Partners was founded by financial services veterans Brian stern and Scott rawlins. Farpointe is a culture-driven company providing superior service and practice management, world-class technology and resources to drive the growth of a collaborative advisor community. The firm partners with advisers who value alignment and deep personal relationships galvanized by a common culture.
Farpointe has built his business on the Cetera platform because of the cultural fit, technology, and in-depth support and capabilities Cetera provides to its advisory communities.
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SOURCE Cetera Financial Group