Clear Financial Partners Founder Joins Cetera With $235M in AUA

Financial adviser Cetera Financial Group announced that Tim Clairmont has joined Cetera Advisor Networks LLC via Cetera Wealth Partners. Clairmont joins Cetera under his firm name – Clear Financial Partners – and has provided financial planning and investment advice to clients for more than two decades. He had $235 million in assets under administration as of Oct. 11, 2024.

“I’ve been looking for the right broker-dealer and [registered investment adviser] partner for a very long time. After kicking the tires on many, looking deep under the hood, and spending years on due diligence, I can honestly say that I am ecstatic to have settled on the perfect partner for our firm – Cetera,” Clairmont said.

“When you work with a broker-dealer and an RIA partner, you need to have a firm that has the resources to be significant while still having the forward-thinking mentality to adapt and fly in this rapidly changing landscape,” Clairmont added.

Clairmont holds his FINRA Series 6, 7, 24, 26, 52TO, 53, 63, 65, and 79TO registrations. He founded Clear Financial Partners in 1997 as a vehicle to provide clients with optimal financial service. In 2017, he launched an international education initiative called ClearFP Advisor Program to train, assess, consult, and offer practice development tools and strategies to other advisers.

“Cetera’s continued success in recruiting top-rated talent like Tim speaks volumes about the culture we have created,” said Tom Halloran, head of adviser channel communities at Cetera. “We’re thrilled to work with an adviser and leader who values financial planning, high touch client service, and a commitment to growth. I look forward to seeing what Tim accomplishes with the backing of Cetera’s unmatched resources behind him.”

In December 2024, Cetera Financial Group announced leadership changes; Todd Mackay was appointed president of Cetera Wealth Management, following Tom Taylor’s retirement. In this role, Mackay aims to drive organic growth strategies across all of Cetera’s channels and communities while continuously advocating for and innovating on the products and services needed in order to meet the evolving needs of advisers and their clients. Mackay reports to Mike Durbin and serves on Cetera’s executive leadership team.

As of Sept. 30, 2024, Cetera Financial Group oversaw more than $545 billion in AUA and $235 billion in assets under management.

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