Cetera calls itself a financial advisor "Wealth Hub," with clients including independent advisors, tax professionals, as well as institutions such as banks.

Cetera Financial Group yesterday announced that First Citizens State Bank has entered a network agreement with Cetera Financial Institutions to support and grow its investment program, First Citizens Investment Services.

The Whitewater, Wisconsin-based First Citizens State Bank operates four branches in three Wisconsin cities and held about $465 million in assets of September 30, 2024. 

With a history dating back to the mid-19th century, it merged with Citizens State Bank in 1931 to take on its current name.

Cetera Financial Institutions is a group within Cetera Investment Services that supports the investment programs of more than 450 banks and credit unions. CIS marks its 40th anniversary this year.

Cetera Financial Group describes itself as “the premier financial advisor Wealth Hub where financial advisors and institutions optimize their control and value creation.” Clients include independent financial advisors, licensed administrators, tax professionals, as well as banks. It has more than $545 billion in assets under administration and $224 billion in AuM, as of September 30, 2024.