In 1999, Angus Bennett and Red Mastin joined Financial Network Investment Corporation (precursor to Cetera Wealth Services), which allowed them to focus on increasing the productivity and profitability of partnerships developed with Financial Institutions. Mike Kosmak joined the organization as a partner in 2001.
Bennett, Mastin & Kosmak identified a market niche to bring dedicated support to Financial Institutions and Financial Advisors in helping them navigate the complexities of providing premier financial services within the Financial Institution. To be successful, the program must benefit all stakeholders - the customer, Financial Institution, Financial Advisor, Bennett, Mastin & Kosmak and Cetera Wealth Services.
Since 1999, Bennett, Mastin & Kosmak has developed and solidified its relationships within the Financial Institution community. With an eye towards program stability, we have developed relationships that have been long standing (average tenure of Financial Institutions is 18+ years, Financial Advisors is 15+ years, well above industry norms). Moving forward, our goal is to grow with partners who are looking to strategically build their programs towards predictable and increasing revenue streams in a manner that is compliant, scalable and repeatable.
Bennett, Mastin & Kosmak will continue to follow our core values in support of our Value Proposition, strategically building profitable relationships for all stakeholders.
