Welcome to Kehrer Saltzman & Associates

Kehrer Saltzman & Associates is a strategic management consulting firm that provides the financial advice industry with insights based on a melding of research and experience in managing the delivery of investment, insurance and wealth management.

We work with banks, credit unions, broker-dealers, insurance companies and related financial services companies to provide services including market research, product and business development, consulting and industry discussion groups. Read more...

What's New?

  • Our 2014 Bank Broker Dealer Survey builds on Dr. Kehrer’s 25 years of experience with benchmarking research to modernize industry benchmarks and better align them with metrics used by bank management. This new study provides the first benchmarks that focus solely on bank-owned BDs. Learn more

  • 2013/14 TPM Report Results Available NOW The essential compendium of information needed to monitor the broker dealers that support the investment services business in 2,600 banks and credit unions. The Kehrer Saltzman Annual TPM Survey has tracked the sales and revenue mix, sales force headcount, financial institution client base, and assets under administration of the dozen largest Third Party Broker Dealers since 2006. Learn more...

  • NACUSO Conference Findings After declining every year, from 953 in 2008 to 838 in 2012, the number of Credit Unions offering investment services increased to 860 by the end of 2013.  Against a backdrop of shrinkage in the number of federally insured Credit Unions over the past five years, the share of Credit Unions in the retail securities business hovered around 12%.  But as the number of Credit Unions dipped again last year, the share of Credit Unions providing investment services jumped above 13 %. Read more...
Kehrer Saltzman & Associates LLC info@kehrersaltzman.com phone (704) 243-4512 fax (704) 243-4513