ST.
LOUIS, April 25, 2024 /PRNewswire-PRWeb/ --
Mark Burgdorf, President and Senior Wealth Advisor of Burgdorf
Wealth Managers, earned the Cetera Circle of Excellence Diamond
Status at Cetera Financial Group's annual awards conference. Since
2013, Mark Burgdorf has been
affiliated with Cetera, an at-scale wealth hub that offers
financial professionals and institutions the latest solutions,
support, and services. This annual awards event, known as the
Circle of Excellence, recognizes the accomplishments and leadership
of Cetera's top financial professionals.
"At Burgdorf Wealth Managers, our goal is
to help our clients find clarity and confidence in the complicated
world of finance by using faith-based principles and meeting them
where they are in their financial journey. We would not be where we
are today without the trust and support of our clients."
"We are honored to be named to the 2024 Circle of Excellence
Diamond Status by Cetera Advisors," said Mark Burgdorf, President of Burgdorf Wealth
Managers. "At Burgdorf Wealth Managers, our goal is to help our
clients find clarity and confidence in the complicated world of
finance by using faith-based principles and meeting them where they
are in their financial journey. We would not be where we are today
without the trust and support of our clients and are truly grateful
for the work we get to do alongside them every day."
Tom Halloran, President and CEO
of Cetera Advisors, said, "The Circle of Excellence individuals
continuously strive to provide the best independent financial
advice to their clients. We are grateful for the important role our
financial professionals play in helping clients achieve their
version of financial well-being. It's an honor to recognize our
Circle of Excellence advisors, and we are proud of their
accomplishments."
Cetera Circle of Excellence brings together advisors from across
the country to celebrate their accomplishments. Attendees enjoyed a
variety of sessions, networking opportunities and presenters,
including informative and inspirational keynote speakers.
Mark Burgdorf has been fulfilling
the financial needs of individuals and businesses in the Saint
Louis Metro East Region since 1988. He has 36 years of experience
in the financial services industry.
Securities offered through Cetera Advisors LLC, a registered
broker-dealer, member FINRA/SIPC. Advisory services offered through
Cetera Investment Advisers LLC, a registered investment adviser.
Cetera firms are under separate ownership from any other named
entity.
Advisory services may only be offered by investment adviser
representatives in conjunction with an advisory services agreement
and disclosure brochure as provided.
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 more than 12,000 financial professionals and their
teams, Cetera oversees more than $475
billion in assets under administration and $190 billion in assets under management, as of
December 20, 2023. In a recent
advisor satisfaction survey of more than 32,000 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,
Twitter and Facebook.
www.cetera.com
"Cetera Financial Group" refers to the network of independent
retail firms encompassing, among others, Cetera Advisors LLC,
Cetera Advisor Networks LLC, Cetera Investment Services LLC
(marketed as Cetera Financial Institutions or Cetera Investors),
and Cetera Financial Specialists LLC. All firms are FINRA/SIPC
members. Located at: 655 W. Broadway, 11th Floor, San Diego, CA 92101.
Individuals affiliated with Cetera firms are either Registered
Representatives who offer only brokerage services and receive
transaction-based compensation (commissions), Investment Adviser
Representatives who offer only investment advisory services and
receive fees based on assets, or both Registered Representatives
and Investment Adviser Representatives, who can offer both types of
services.
The Cetera Financial Group's Circle of Excellence recognition is
not a guarantee of future investment success and should not be
construed as an endorsement of the advisor by any client.
www.cetera.com
Media Contact
Tina Burgdorf, Burgdorf Wealth
Managers, 1 618 624-5588 100, tburgdorf@burgdorfwm.com,
www.burgdorfwm.com
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SOURCE Burgdorf Wealth Managers