Citadel Wealth Management has received the 2026 BISA Impact & Vision Innovator Award from the Bank Insurance & Securities Association, which recognizes organizations that advance financial services through innovation, leadership, and forward-thinking solutions.
The national honor highlights Citadel Wealth Management’s continued momentum as a client-focused, growth-oriented wealth management business. The recognition follows the team’s ongoing investment in comprehensive financial planning, fiduciary guidance, advisor support, and a modern platform designed to serve clients across a range of life stages and financial goals.
“This national recognition is a proud moment for Citadel and a meaningful validation of the work our wealth management team is doing every day to better serve clients,” said Bill Brown, President and CEO of Citadel Credit Union. “This award reflects the strength of our team, our vision for the future, and our commitment to delivering an exceptional client experience.”
In late 2024, Citadel Credit Union announced a strategic partnership with Cetera Financial Group to expand wealth management solutions, enhance technology capabilities, and further elevate the client experience. That partnership has supported Citadel Wealth Management’s continued growth and reflects Citadel’s broader commitment to building a modern wealth management platform with holistic financial solutions.
“We are honored to receive this award from BISA,” said Sheri Perkins, Citadel’s Chief Wealth Officer and Head of Wealth Management. “This recognition reflects the passion of our advisors and support teams and our shared commitment to continually improving the experience we deliver to clients. We believe innovation matters most when it creates better outcomes for the people and communities we serve.”
“Citadel Wealth Management sets a high standard for what modern financial planning and advice can look like,” said LeAnn Rummel, President and CEO of Cetera Investment Services. “Their differentiated platform, centered on empowering advisors, is designed to deliver meaningful client outcomes while supporting the investment program’s long-term growth. We are proud to partner with Citadel and see their leadership recognized on a national stage. This honor reflects not only their vision, but also their unwavering commitment to excellence across every level of their organization.”
This recognition reinforces Citadel’s broader commitment to helping members and clients build financial strength through thoughtful innovation, strong advisor support, and a modern wealth management platform designed for the future.
Learn more about Citadel Wealth Management and how it provides personalized financial guidance designed to help clients pursue their goals through comprehensive planning, investment management, retirement strategies, and insurance solutions.
