Slideshow BIC’s Next 50 Bank Advisors (51 – 75)

Published
  • November 24 2014, 2:36pm EST

BIC’s Next 50 Bank Advisors (51 – 75)

Next week, we’ll unveil our annual Top 50 Bank Advisors online and in print. In the meantime, we’re proud to present our Next 50. These advisors ranked 51 through 100 in our final analysis.

Here we are showing numbers 51 through 75. Yesterday, we had 76 through 100.

Our ranking is designed to recognize the most successful bank and credit union advisors based on several key areas, such as assets under management; trailing 12-month production; percentage growth in AUM from the previous year; percentage growth in production; amount of fee-based business; and the ratio of production to AUM.

75. Endry Surjanto

Addison Avenue Investment Service
Cupertino, Calif.
TPM: Raymond James
2014 AUM: $93.6 million
2014 Production: $834,000
% of fee business: 46
Years as financial advisor: 10

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74. Randall Krenzin

Wells Fargo
San Jose, Calif.
TPM: none
2014 AUM: $401 million
2014 Production: $2.8 million
% of fee business: 80
Years as financial advisor: 21

73. Kevin Morrow

Wells Fargo
Santa Rosa, Calif.
TPM:
2014 AUM: $136.3 million
2014 Production: $1 million
% of fee business: 39
Years as financial advisor: 28

72. Michael Blackham

Mountain American Credit Union
Taylorsville, Utah
TPM: LPL Financial
2014 AUM: $98.9 million
2014 Production: $1.3 million
% of fee business: 31
Years as financial advisor: 9

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71. Seth Marcus

Citibank
New York
TPM: none
2014 AUM: $497.5 million
2014 Production: $2.8 million
% of fee business: 40
Years as financial advisor: 17

70. Paul Boscia

Wells Fargo
Palo Alto, Calif.
TPM: none
2014 AUM: $233.1 million
2014 Production: $1.8 million
% of fee business: 91
Years as financial advisor: 22

69. Brian Carey

Wells Fargo
San Jose, Calif.
TPM: none
2014 AUM: $178 million
2014 Production: $1.4 million
% of fee business: 77
Years as financial advisor: 21

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68. Paul Hummel

Home State Bank
Loveland, Colo.
TPM: Investment Centers of America
2014 AUM: $167 million
2014 Production: $1.4 million
% of fee business: 0
Years as financial advisor: 26

67. Jennifer Garcia

Wells Fargo
Encino, Calif.
TPM: none
2014 AUM: $599.3
2014 Production: $2.3 million
% of fee business: 78
Years as financial advisor: 21

66. Randall McCright

Wells Fargo
Cedar Rapids, Iowa
TPM: none
2014 AUM: $247.8 million
2014 Production: $1.7 million
% of fee business: 92
Years as financial advisor: 10

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65. David Diaz

Wells Fargo
Denver, Colo.
TPM: none
2014 AUM: $160 million
2014 Production: $1.2 million
% of fee business: 65
Years as financial advisor: 14

64. Bryan Halstead

Wells Fargo
Richmond, Va.
TPM: none
2014 AUM: $205.6 million
2014 Production: $1.6 million
% of fee business: 72%
Years as financial advisor: 28

63. Kelly Hosek

Home Federal Bank
Sioux Falls, S.D.
TPM: Raymond James
2014 AUM: $75.8 million
2014 Production: $751,000
% of fee business: 69%
Years as financial advisor: 14

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62. Michael Lipkins

Addison Avenue Investment
Palo Alto, Calif.
TPM: Raymond James
2014 AUM: $185.6 million
2014 Production: $1.7 million
% of fee business: 72%
Years as financial advisor: 14

61. Matt Fryar

Wells Fargo
Des Moines, Iowa
TPM: none
2014 AUM: $603 million
2014 Production: $4.1 million
% of fee business: 96%
Years as financial advisor: 18

60. Todd Dathe

First Bank & Trust
Sioux Falls, S.D.
TPM: Raymond James
2014 AUM: $97.2 million
2014 Production: $956,000
% of fee business: 66%
Years as financial advisor: 14

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59. Eric Kohlmeier

Wells Fargo
Park Ridge, N.J.
TPM: none
2014 AUM: $230 million
2014 Production: $2 million
% of fee business: 75%
Years as financial advisor: 29

58. Robert Sasser

Wells Fargo
Florence, S.C.
TPM: none
2014 AUM: $337 million
2014 Production: $1.3 million
% of fee business: 80%
Years as financial advisor: 22

57. Gregory Scott

Summit Bank
Panama City, Fla.
TPM: Raymond James
2014 AUM: $185.7 million
2014 Production: $1.4 million
% of fee business: 84%
Years as financial advisor: 12

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56. Brock Kidd

Pinnacle Bank
Nashville, Tenn.
TPM: Raymond James
2014 AUM: $232.4 million
2014 Production: $1.5 million
% of fee business: 56%
Years as financial advisor: 20

55. Brad Goldberg

Chicago
Citibank
TPM: none
2014 AUM: $259.5 million
2014 Production: $1.8 million
% of fee business: 50
Years as advisor: 21

54. Sasha Azarmi

Wells Fargo Advisors
Beverly Hills, Calif.
TPM: none
2014 AUM: $195.4 million
2014 Production: $10 million
% of fee business: 40%
Years as financial advisor: 15

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53. Annette Martin

Fulton Financial
Lancaster, Pa.
TPM: Raymond James
2014 AUM: $139.1 million
2014 Production: $1.5 million
% of fee business: 45%
Years as financial advisor: 20

52. Kathleen Malone

Wells Fargo
Charlotte, N.C.
TPM: none
2014 AUM: $551.5 million
2014 Production: $2.4 million
% of fee business: 91%
Years as financial advisor: 32

51. Joseph Nelson

Wells Fargo
Menlo Park, Calif.
TPM: none
2014 AUM: $316.3 million
2014 Production: $1.9 million
% of fee business: 89%
Years as financial advisor: 24