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1700 East Arlington Boulevard, Suite E, Greenville, NC 27858

(252) 439-2290
bwackelin@ceteranetworks.com
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Join the Team
We Support Your Independent Growth

At Wackelin Financial, we help experienced advisors take control of their career and advisory business with powerful resources, clear processes, and the flexibility of an independent firm. Whether you're ready to make the move to independence or take your practice to the next level, we offer the structure and support to make it happen.

Build And Grow The Business You Want

Build And Grow The Business You Want

We understand the value of independence—but it doesn’t have to mean going it alone. We provide one-on-one guidance and powerful support to help you grow and serve your clients on your terms. We’re invested in your goals and committed to seeing you succeed.

Meet Your Clients Where They Are

Our approach centers on what matters most to clients. We value our independence because it lets us stay agile and highly responsive to our clients’ needs. We focus on helping them navigate the financial challenges of key life events—retirement, the sale of a business, divorce, loss—and we’re looking for advisors who share that same practical, client-centric approach.

Power Your Practice With Strategic Partnerships

Power Your Practice With Strategic Partnerships

We believe strategic partnerships enable us to provide better service to our clients. From our partnership with Cetera, to CPAs, trust companies, and niche specialists, our network of strategic partners brings added value to the table. Advisors who work with us gain the benefit of these existing partnerships operating alongside them.

Who We’re Looking For

Our practice is best suited for experienced advisors and wirehouse breakaways who want to retain control, grow intentionally, and gain access to long-term career and succession opportunities with a trusted, local wealth management firm.

Experienced Advisors

Wirehouse Advisors

Let Us Invest In Your Success

Contact Us Today

When you partner with Wackelin Financial Services, you gain the independence to run your practice your way—with the support, tools, and a transition path to grow your business and plan for what’s next.

Comprehensive Tools To Support Your Practice

Practice Management
We provide structure and support to help you streamline operations, deliver consistent service, and stay focused on what matters most—your clients.

Practice Development
From marketing to service model strategies and client solutions, we offer personalized guidance and support to help you grow and scale intentionally.

Backoffice Support
Lean on our team for the everyday essentials—processing, paperwork, and operational tasks—so you can spend more time with clients and less time on administrative tasks.

Growth 360
Through our partnership with Cetera, you’ll have access to their award-winning Growth360 platform. You’ll get personalized coaching and step-by-step guidance to refine and pursue your growth goals.

New Client Onboarding
Turn conversions into lasting relationships. We help you onboard new clients with care and consistency, so every transition builds greater trust through a smooth, compliant process.