Cetera Welcomes Rogue Credit Union
Teacher-Founded Credit Union Brings $181 Million in Client Assets
Cetera announced today that Rogue Credit Union’s Investment Services, supporting over $181 million in client assets, has joined the Cetera Financial Institutions* platform. Rogue is a not-for-profit, cooperative financial institution, based in Medford, Ore., that serves over 135,000 members through a network of over 20 branches with an asset base of over $1.5 billion.
Andrew Staley, VP of Rogue Credit Union’s Investment Services said, “We agree with Cetera’s premise that the future of financial advice is based on the ability to deliver an Advice-Centric Experience® to clients, helping them achieve financial well-being at each life stage. We see this as a core value proposition we can bring to clients in our mission to better service and give back to our communities. We are excited by Cetera’s new technology platform, AdviceWorks™, which, in addition to a very comprehensive suite of tools and services offered by the firm, will be a key enabler in our ability to provide personalized, goals-based advice to our clients.”
Cetera’s AdviceWorks provides the ability for financial institutions and advisors to scale and grow, with tools to help them deepen relationships with existing clients and more effectively engage with prospects. It provides anytime access to holistic financial profiles through any desktop or mobile device, with the ability to securely share documents and collaborate.
LeAnn Rummel, President of Cetera Financial Institutions, said, “Rogue’s foundational belief that every client is equally valuable and deserves sound financial advice is exactly the principle behind Cetera’s holistic offering for the delivery of an Advice-Centric Experience. Our suite is designed to help advisors deliver ongoing, customized advice, with enhanced transparency, as simply and clearly as possible. With the value of the Advice-Centric Experience already deeply understood by Rogue, the credit union is well positioned to leverage Cetera’s progressive technology and team to continue to enrich the communities it serves with high-caliber, planning-based financial guidance.”
*Cetera Financial Institutions is the marketing name for Cetera Investment Services, LLC
About Cetera Financial Group®
Cetera Financial Group ("Cetera") is a leading network of independent firms empowering the delivery of professional financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. For more information, visit cetera.com.