06/17/2026
Moorman, Harting Financial Services, Ltd. earned a Platinum Award at Cetera Financial Group’s annual awards conference, Circle of Excellence. Moorman, Harting Financial Services, Ltd. is affiliated with Cetera, the premiere financial advisor Wealth Hub where financial advisors and institutions optimize their control and value creation. Each year, Circle of Excellence recognizes the accomplishments and leadership of Cetera’s top financial professionals.
“I always appreciate the chance to celebrate our top advisors on their well-deserved awards,” said Andy Watts, leader of Cetera’s Tax Channel. “It is an inspiring group dedicated to helping their clients as they work alongside their teams and peers on actionable ways to grow their firms.”
Besides participating in the Circle of Excellence awards, conference attendees also enjoyed a variety of sessions, networking opportunities and presenters, including informative and inspirational keynote speakers.
Moorman, Harting Financial Services, Ltd. has been fulfilling the financial needs of individuals and businesses in the local region since 1999.
The Cetera Financial Group’s Circle of Excellence recognition was awarded to Moorman, Harting Financial Services, Ltd; it is not a guarantee of future investment success and should not be construed as an endorsement of by any client.
Cetera Financial Group (Cetera) is the premier financial advisor Wealth Hub, empowering independent advisors and institutions with personalized support, flexible affiliation models, and end-to-end growth solutions. Home to approximately 12,000 financial professionals and institutions, Cetera's multi-channel ecosystem enables financial professionals to grow, scale or transition their businesses on their own terms.
Unlike traditional IBDs, Cetera offers true choice – blending modern technology, integrated wealth solutions, and a community-driven culture. Cetera's five-channel model and commitment to long-term advisor value provide a scalable blueprint for consistent, repeatable growth.
As of Dec. 31, 2025, Cetera firms manage approximately $640 billion in assets under administration and $294 billion in assets under management. Its award-winning Voice of the Customer program has captured more than 40,000 advisor reviews, with over 40,000 five-star ratings, giving Cetera a 4.8 out of 5 satisfaction score.
Learn more at www.cetera.com and follow Cetera on LinkedIn, Instagram, Facebook, YouTube, and X.
Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera’s principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.
Avantax Planning Partners, Inc., is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.
Cetera exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside businesses. This information is not intended as tax or legal advice.
