FINANCIAL ADVISOR LISA MAREK EARNS DIAMOND LEVEL AT CETERA CIRCLE OF EXCELLENCE
Lisa Marek, Senior Investment Executive of Centier Investment Services, earned a Diamond Level at Cetera Financial Group’s annual awards conference, Circle of Excellence. Since 2004, Marek has been 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.
LeAnn Rummel, leader of Cetera’s Financial Institutions Channel, said, “Circle of Excellence honorees represent the very best of our profession—putting clients first and delivering thoughtful, personalized financial guidance every day. Their passion, integrity, and unwavering commitment to helping clients achieve lasting financial well‑being set them apart. We are proud to recognize these outstanding professionals and celebrate the positive impact they have on the lives of those they serve.”
Marek has been fulfilling the financial needs of individuals and businesses in Northwest Indiana since 1989. She has 37 years of experience in the financial services industry.
“Being recognized at Cetera Financial Group’s awards conference this year with the Diamond Level is truly humbling to me,” said Marek. “My focus for nearly four decades has always been to provide the financial guidance that fits the goals and dreams of each of my clients. Seeing them succeed on their financial journeys has been what really drives me.”
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.
The Cetera Financial Group’s Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of Lisa Marek, Senior Investment Executive, by any client.
About Cetera
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). Cetera and entities under common ownership are not affiliated and under separate ownership from Centier Investment Services.
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.
About Centier Investment Services
Centier Investment Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. These products and services are being offered through Cetera Investment Services LLC or its affiliates, which are separate entities from, and not affiliates of, Centier Bank or Centier Investments. Securities and insurance products offered by Cetera Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Registered location: 600 E 84th Avenue, Merrillville, IN 46410 (844-755-6600). For more information, please visit centierinvestments.com.