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  2. Cetera Financial Group - Wikipedia

    en.wikipedia.org/wiki/Cetera_Financial_Group

    www.cetera.com. Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals ...

  3. Osaic - Wikipedia

    en.wikipedia.org/wiki/Osaic

    Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [ 2 ] While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...

  4. First Command Financial Services - Wikipedia

    en.wikipedia.org/wiki/First_Command_Financial...

    As of December 31, 2019, First Command had 178 offices worldwide, with 487 Financial Advisors serving 280,173 client families with $30.0 billion in managed accounts and mutual funds, and $60.2 billion in life insurance coverage in force. 84 percent of First Command’s Financial Advisors were veterans or military spouses, and 74% of client ...

  5. BBB Reveals America's Most Complained-About Businesses - AOL

    www.aol.com/news/2012-03-02-bbb-reveals-americas...

    Complaints lodged with the BBB fell about 7%, to 927,000. In practical terms, those numbers suggest that more Americans are being smart about their shopping, looking into businesses' reputations ...

  6. SmartAsset rethinks financial advisory, and becomes a unicorn ...

    techcrunch.com/2021/06/24/smartasset-rethinks...

    SmartAsset, a marketplace that connects consumers to financial advisors, announced today that it has raised $110 million in a Series D round of funding.. The financing values New York-based ...

  7. Former VC brings smart financial advice to people who really ...

    techcrunch.com/2022/10/13/fintech-startup-raises...

    The company charges employers a monthly subscription based on headcount t o give employees one-on-one access to a full-time financial advisor employed by Northstar. Employees pay nothing and there ...

  8. Morningstar, Inc. - Wikipedia

    en.wikipedia.org/wiki/Morningstar,_Inc.

    Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, and was founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services. With operations in 29 countries, Morningstar's research and recommendations are considered by financial journalists as influential ...

  9. Dave Ramsey - Wikipedia

    en.wikipedia.org/wiki/Dave_Ramsey

    Ramsey was born in Antioch, Tennessee, to a blue-collar family that worked mostly in housing development and construction. [2] He attended Antioch High School where he played ice hockey. At age 18, Ramsey took the real estate exam [ 2 ] and began selling property, working through college at the University of Tennessee, Knoxville , [ 2 ] where ...