The latest moves, appointments and personnel changes in North American wealth management.

Cetera
Financial planning and investment advisor Charles Hahn has joined Cetera Advisor Networks, part of Cetera Financial Group.

Hahn, who has been responsible for more than $108 million in assets under administration, has worked in the sector for 42 years. He holds Series 6, Series 7 and Series 63 registrations, as well as his Certified Financial Planner™ certification.

Cetera, which is home to about 12,000 financial professionals and their teams, oversees more than $521 billion in assets under administration and $224 billion in assets under management, as of June 30, 2024. 

Raymond James
Raymond James has welcomed Garrison Financial Group to its network.

The group – from Northwestern Mutual, where it managed more than $300 million in client assets â€“  is run by financial advisors Craig Garrison, Timothy Hall, and Matthew Strelau. It is joining Raymond James’s independent advisor channel.

Based in Littleton, Colorado, Garrison Financial Group is supported by investment broker, Andrew Ekberg, client service associates Emily Gabriel, McKell Gurewitz, Misty Cummins, Andy Hackard, Jared Espinoza and Kate Kaye, and marketing consultant Katie Cline.

As founder, Garrison brings more than 19 years of experience as a financial advisor in addition to serving as a public accountant at the beginning of his career. 

Hall, who serves as partner at the practice, offers 15 years of industry experience.