Cetera Welcomes Team with $250 Million in AUA to Cetera Wealth Partners

Corporate Plans Retirement Strategies LLC joins Cetera from Equity Services

SAN DIEGO, Feb. 4, 2025 /PRNewswire/ -- Cetera Financial Group, the premier financial advisor Wealth Hub, announced that Corporate Plans Retirement Strategies LLC has joined Cetera Wealth Partners. Corporate Plans Retirement Strategies LLC, led by Partners Brian Vieselmeyer,* Peter Swansen, Jr.* and Founder Gerald M. Mirra, CLU, ChFC, RICP,* provides comprehensive financial planning and investment advice to clients and has more than $250 million in assets under administration** as of July 1, 2024. The group joined Cetera from Equity Services and operates from White Plains, N.Y. Cetera Wealth Partners is a community within Cetera Advisor Networks.

"I am thrilled to welcome this talented team of advisors to our firm," said Tom Halloran, Head of Advisor Channel communities at Cetera. "Our value proposition of a small community feel for networking and support along with all of the resources of a major broker-dealer was an attractive differentiator."

"I am confident that joining Cetera Wealth Partners is the best move we could have made for the future of our firm and our clients," Vieselmeyer said. "The top-tier technology offered by Cetera through their state-of-the-art advisory platform will allow us to deliver tremendous value to our clients. I know this combined with the access we now have to Cetera's broader set of products will set our firm up for success both in the short-term and long-term."

Corporate Plans Retirement Strategies LLC began as a way to meet the employee benefits and retirement needs of small businesses and their owners and has expanded to also serve a great number of individuals and families. The firm's partners – Mirra, Vieselmeyer and Swansen – have a total of 81 years of industry experience between the three of them. Mirra, who claims more than half those years of experience, founded Corporate Plans with a long-time friend in 1985, while he was working for National Pension Service, a major provider of retirement plans in White Plains, NY. Vieselmeyer joined the firm in 2012 after serving as an investment specialist for Mass Mutual Westchester and Swansen joined three years later in 2015 after working with MetLife for more than a decade.

Click here for more information about Corporate Plans Retirement Strategies LLC, click here for more information about Cetera Wealth Partners and click here for more information about Cetera Advisor Networks.

About Cetera

Cetera Financial Group, which is owned by Cetera Holdings (collectively Cetera), is the premier financial advisor Wealth Hub where financial advisors and institutions optimize their control and value creation. Breaking away from a commoditized and homogenous IBD model, Cetera offers financial professionals and institutions the latest solutions, support, and services to grow, scale, or transition with a merger, sale, investment, or succession plan. Cetera proudly serves independent financial advisors, tax professionals, licensed administrators, large enterprises, as well as institutions, such as banks and credit unions, providing an established and repeatable blueprint for scalable growth.

Home to approximately 12,000 financial professionals and their teams, Cetera oversees more than $545 billion in assets under administration and $235 billion in assets under management, as of September 30, 2024. In a recent advisor satisfaction survey of nearly 35,000 reviews, Cetera's Voice of Customer (VoC) program vigorously measures advisor experience and satisfaction 24/7. Currently, it's ranked 4.8 out of 5 stars. 

Visit www.cetera.com, and follow Cetera on LinkedIn, YouTube, X, and Facebook.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Investment Advisers LLC, a registered investment adviser, and the following FINRA/SIPC members: Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. Located at: 655 W. Broadway, 11th Floor, San Diego, CA  92101.

*Cetera Wealth Partners is a region of Cetera Advisor Network LLC. Registered Representatives offer securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera firms are under separate ownership from any other named entity.

**Value approximated based on asset holding details provided to Cetera.

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SOURCE Cetera Financial Group