Cetera Welcomes Doug Shepler: A New Era in Financial Service
Cetera Financial Group Welcomes Doug Shepler
Veteran financial advisor Doug Shepler has made a significant transition by joining Cetera Financial Group, marking a new chapter in his longstanding career. Previously affiliated with LPL Financial, Shepler brings $110 million in assets under administration to Cetera, seeking a more personalized approach to client service that he felt was lacking in his former role.
Why Doug Shepler Chose Cetera
In a journey spanning over 30 years in the financial industry, Shepler's experiences led him to recognize the pressing need for efficient systems complemented by exceptional client service. "For too long, I found myself dedicating an unnecessary portion of my day to trying to navigate inefficiencies and technological breakdowns without adequate support," he stated. His dedication to providing high-quality service to his clients propelled him to seek a better environment, and Cetera proved to be that solution.
The Difference at Summit Financial Networks
Joining a unique community within Cetera, known as Summit Financial Networks, Shepler expressed a sense of relief and optimism. He reminisced about the profound experience he had during his onboarding meeting, which left a lasting impression on him and his wife. "This move means I'll be spending less time on hold and more time focusing on what matters most – my clients," stated Shepler. The Summit Financial Networks community embodies the perfect blend of efficiency and attentive, personalized service.
Commitment to Excellence and Growth
Under the leadership of Tom Halloran, Cetera’s Advisor Channel exemplifies a commitment to prioritizing advisors' needs. He expressed his appreciation for Shepler's focus on client needs, emphasizing that this partnership will not only benefit Shepler’s core practice but also enhance the overall service offerings available through Cetera. With a reliable backbone built on robust technology and support, Shepler is poised to elevate his practice while maintaining the high standards of client care.
About Cetera Financial Group
Cetera Financial Group serves as a premier Wealth Hub, dedicated to empowering independent financial advisors and institutions with extensive personalized support and adaptive affiliation models. With approximately 12,000 advisors in their ecosystem, Cetera’s multi-channel approach ensures financial professionals can grow, scale, or transition their businesses seamlessly.
Unlike traditional independent broker-dealers, Cetera offers distinctive choices by blending modern technology with comprehensive wealth solutions, fostering a community-oriented culture. Cetera’s infrastructure is not just a service provider; it’s a partner in growth, providing a scalable blueprint for repeatable success.
Recent Performance Highlights
As of mid-2025, Cetera Financial Group boasts approximately $590 billion in assets under administration and $263 billion in assets managed, underscoring its reliability in the industry. Their well-regarded Voice of the Customer program has gathered feedback from over 40,000 advisors and earned a high satisfaction score of 4.8 out of 5, reflecting the dedication to excellence that Cetera continuously strives to deliver.
Frequently Asked Questions
Who is Doug Shepler?
Doug Shepler is a veteran financial advisor with over 30 years of industry experience who recently joined Cetera Financial Group from LPL Financial.
What motivated Shepler to join Cetera?
Shepler sought a more efficient and personalized service for his clients, which he found lacking in his previous position. Joining Cetera through Summit Financial Networks offered the ideal solution.
What is Summit Financial Networks?
Summit Financial Networks is a unique community within the Cetera Advisor channel that combines large-firm efficiencies with boutique-style service.
How does Cetera support its advisors?
Cetera provides robust technology, personalized support, and a community-driven culture to help advisors grow and transition their practices successfully.
What are Cetera's recent performance metrics?
Cetera manages approximately $590 billion in assets under administration and approximately $263 billion in assets managed, showcasing its strong position in the financial services industry.
About The Author
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