Compensation Plan Review and Staffing Consulting

Kehrer Bielan draws on its extensive compensation and performance databases in consulting engagements that focus on whether a firm’s compensation plans are competitive and properly aligned with the firm’s goals. We examine the grid structure payouts, and other incentives. Working with the bank or credit union’s compensation specialists, our recommendations may include a minor or major revision of the advisors’ compensation plans, or changes required to bring the plans into compliance with DoL Rule guidelines.


For more information contact

Compensation Plan Review and Staffing Consulting Clients

  • Allegacy Credit Union
  • BMO Harris Advisors
  • BOK (Bank of Oklahoma)
  • Comerica Bank
  • CUNA Brokerage Services Inc.
  • East West Bank
  • ESL Federal Credit Union
  • Financial Resources Group
  • First Horizon Advisors
  • Key Investments
  • Landmark Bank
  • M&T Securities
  • PNC Investments
  • Regions Investment Services
  • Schools First Wealth Management
  • Simmons First Investment Group
  • Southern Bank
  • Suncoast
  • Synovus Securities
  • Tech CU