About Woodcreek Wealth Management
Woodcreek Wealth Management was founded in 1994 and incorporated in 2020 after doing business under the same name as our broker-dealer First Allied Securities / Cetera Advisors LLC since 1994. Cetera Advisors LLC remains our trusted partner and provides our back-office support, compliance infrastructure, investment research and other critical functions that allow us to conduct our business with efficiency and scale.
About Cetera Advisors LLC
Cetera Advisors LLC is an independent broker-dealer and registered investment adviser offering efficient and convenient access to an extensive network of people, products, and services to financial professionals. As part of Cetera Financial Group, a leading network of independent retail broker-dealers, the firm is able to offer the benefits of a large, well-capitalized broker-dealer, including innovative technology, leading wealth management and advisory platforms, and comprehensive broker-dealer and RIA services, with the personal relationships often found only at a boutique firm. Cetera Advisors is a member of the Securities Investor Protection Corporation (SIPC) and a member of the Financial Industry Regulatory Authority, Inc. (FINRA). For more information, visit ceteraadvisors.com.
Independent Advantage
Independent financial advisors enjoy the freedom to shape their business and make decisions based solely on each client’s specific needs. They have the autonomy to offer clients the most suitable options to achieve their financial goals without being constrained by proprietary products or corporate agendas. It’s this independent and objective approach that builds trust in a client relationship and allows you to be confident that the strategies employed to help you reach your goals are recommended without bias.
