Marquette Bank will move its retail wealth management program to the Cetera Financial Institutions platform, according to an announcement from Cetera Financial Group, a network of independent broker-dealer firms, and Cetera Financial Institutions. Cetera Financial Institutions is the Cetera firm specifically focused on serving the wealth management programs of banks and credit unions.
Marquette Bank, a subsidiary of Marquette National Corp., is a Chicago-based bank established in 1945. It serves consumers and commercial customers through its 21 banking centers in the Chicago area, with total assets of $1.5 billion.
Marquette Bank’s wealth management program focuses on providing financial planning, retirement, insurance and investment management services to a diverse retail client base. The program, which was established in 1999, supports approximately $382 million in client brokerage assets. Marquette will focus on offering a more holistic approach to its client bas
