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?

  • 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...

  • The third of the series of reports on the 2013 Kehrer Saltzman Bank Wealth Management Benchmarking Survey is now available. Drawing on data from the KSA survey of 21 bank wealth management firms, this report provides benchmarks for assets and revenue per FTE, expense ratios, and compensation for key positions/functions in Bank Trust and Investment Management Firms. Learn More

  • Due Diligence on Third Party Marketers and Turnkey Asset Management ProvidersFind out more about both of these programs and download the prospectus

  • Available Now! Recruiting Packages for Financial Advisors:
    Progressive Packages from Bank and Credit Union Brokerage Firms. The competition for Financial Advisors is increasingly intense, with larger bank and nonbank firms providing significant incentives to attract talent.  When recruiting Advisors, you need to know what other firms are offering and which incentives work best. Learn More

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Contact Us


Kehrer Saltzman & Associates LLC info@kehrersaltzman.com phone (704) 243-4512 fax (704) 243-4513