The third-party broker dealers (TPMs) support the investment services businesses in 2,700 banks and credit unions. If you’re looking to evaluate a partnership with a TPM, or better understand TPMs as a distributor of annuity and investment products, Kehrer Bielan is the leading source for the information you need. We’ve tracked the business of the leading TPMs annually since 2006, and perform in depth due diligence on individual TPMs.
Annual Industry Checkup 2018-2019 (2019)*
Annual TPM Report 2018-2019 (2019)
Due Diligence Research on Individual Third Party Broker Dealers (TPMs)