The Next 50 (Part 1)
Published November 21, 2013 10:46 AM
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Updated August 10, 2016 9:57 AM
1 Min Read
The Next 50 (Part 1)
Next week, well unveil our annual Top 50 Bank Advisors in print and online. In the meantime, were proud to present our debut of
Today we are showing Nos. 76 through 100. Check back tomorrow for Nos. 51 through 75. And next week, well have 1-50.
Our ranking is designed to recognize the most successful bank and credit union advisors based on several key areas, including: assets under management; percentage growth in AUM from the prior year; trailing 12-month production; percentage growth in T-12 production; amount of fee-based business; and the ratio of production to AUM.
Image: Thinkstock
The Next 50.These advisors ranked 51 through 100 in our final analysis.
Today we are showing Nos. 76 through 100. Check back tomorrow for Nos. 51 through 75. And next week, well have 1-50.
Our ranking is designed to recognize the most successful bank and credit union advisors based on several key areas, including: assets under management; percentage growth in AUM from the prior year; trailing 12-month production; percentage growth in T-12 production; amount of fee-based business; and the ratio of production to AUM.
Image: Thinkstock
<b>100. Steve Kennedy</b>
Bank: TowneBank
TPM: Raymond James
2013 AUM: $168 million
2012 AUM: $155 million
2013 Production: $1.6 million
2012 Production: $1.6 million
Fee-business: 55%
TPM: Raymond James
2013 AUM: $168 million
2012 AUM: $155 million
2013 Production: $1.6 million
2012 Production: $1.6 million
Fee-business: 55%
<b>99. Aaron Schmit</b>
Bank: American State Bank & Trust
TPM: Raymond James
2013 AUM: $192 million
2012 AUM: $175 million
2013 Production: $890,000
2012 Production: $689,000
Fee-business: 74%
TPM: Raymond James
2013 AUM: $192 million
2012 AUM: $175 million
2013 Production: $890,000
2012 Production: $689,000
Fee-business: 74%
<b>98. Tina Powers</b>
Bank: M&T Bank
TPM: none
2013 AUM: $165 million
2012 AUM: $148 million
2013 Production: $1.3 million
2012 Production: $1 million
Fee-business: 32%
TPM: none
2013 AUM: $165 million
2012 AUM: $148 million
2013 Production: $1.3 million
2012 Production: $1 million
Fee-business: 32%
<b>97. Jason Torrey-Payne</b>
Bank: Los Angeles Firemans Credit Union
TPM: CUSO Financial Services
2013 AUM: $143 million
2012 AUM: $117 million
2013 Production: $929,000
2012 Production: $777,000
Fee-business: 25%
TPM: CUSO Financial Services
2013 AUM: $143 million
2012 AUM: $117 million
2013 Production: $929,000
2012 Production: $777,000
Fee-business: 25%
<b>96. Tracy Duncan</b>
Bank: Allegacy Federal Credit Union
TPM: CUSO Financial Services
2013 AUM: $230 million
2012 AUM: $212 million
2013 Production: $1.5 million
2012 Production: $1.4 million
Fee-business: 47%
TPM: CUSO Financial Services
2013 AUM: $230 million
2012 AUM: $212 million
2013 Production: $1.5 million
2012 Production: $1.4 million
Fee-business: 47%
<b>95. Craven Green</b>
Bank: Extraco Bank
TPM: Raymond James
2013 AUM: $80 million
2012 AUM: $73 million
2013 Production: $987,000
2012 Production: $807,000
Fee-business: 98%
TPM: Raymond James
2013 AUM: $80 million
2012 AUM: $73 million
2013 Production: $987,000
2012 Production: $807,000
Fee-business: 98%
<b>94. Brian Karl</b>
Bank: Financial Resources Federal Credit Union
TPM: CUSO Financial
2013 AUM:$82 million
2012 AUM: $66 million
2013 Production: $675,000
2012 Production: $495,000
Fee-business: 40%
TPM: CUSO Financial
2013 AUM:$82 million
2012 AUM: $66 million
2013 Production: $675,000
2012 Production: $495,000
Fee-business: 40%
<b>93. Matthew Fryar</b>
Bank: Wells Fargo
TPM: none
2013 AUM: $540 million
2012 AUM: $490 million
2013 Production: $3.6 million
2012 Production: $3.2 million
Fee-business: 96%
TPM: none
2013 AUM: $540 million
2012 AUM: $490 million
2013 Production: $3.6 million
2012 Production: $3.2 million
Fee-business: 96%
<b>92. Brick Sturgeon Jr.</b>
Bank: Pinnacle Bank
TPM: Raymond James
2013 AUM: $230 million
2012 AUM: $207 million
2013 Production: $1.5 million
2012 Production: $1.3 million
Fee-business: 9%
TPM: Raymond James
2013 AUM: $230 million
2012 AUM: $207 million
2013 Production: $1.5 million
2012 Production: $1.3 million
Fee-business: 9%
<b>91. Robert Jacobsen</b>
Bank: Johnson Bank
TPM: Invest Financial
2013 AUM: $221,000
t
2012 AUM: $269,000
2013 Production: $1.8 million
2012 Production: $1.5 million
Fee-business: 0%
TPM: Invest Financial
2013 AUM: $221,000
t
2012 AUM: $269,000
2013 Production: $1.8 million
2012 Production: $1.5 million
Fee-business: 0%
<b>90. Brad Goldberg</b>
Bank: Citibank
TPM: none
2013 AUM: $208 million
2012 AUM: $195 million
2013 Production: $1.5 million
t
2012 Production: $1.3 million
Fee-business: 68%
TPM: none
2013 AUM: $208 million
2012 AUM: $195 million
2013 Production: $1.5 million
t
2012 Production: $1.3 million
Fee-business: 68%
<b>89. Bob Walen</b>
Bank: First Hope Bank
TPM: Raymond James
2013 AUM: $129 million
2012 AUM: $104 million
2013 Production: $1 million
2012 Production: $902,000
Fee-business: 31%
TPM: Raymond James
2013 AUM: $129 million
2012 AUM: $104 million
2013 Production: $1 million
2012 Production: $902,000
Fee-business: 31%
<b>88. James Hare</b>
Bank: Pinnacle Bank
TPM: Raymond James
2013 AUM: $106 million
2012 AUM: $97 million
2013 Production: $910,000
2012 Production: $726,000
Fee-business: 98%
TPM: Raymond James
2013 AUM: $106 million
2012 AUM: $97 million
2013 Production: $910,000
2012 Production: $726,000
Fee-business: 98%
<b>87. Tom Cunningham</b>
Bank: Wells Fargo
TPM: none
2013 AUM: $222 million
2012 AUM: $200 million
2013 Production: $1.6 million
2012 Production: $1.3 million
Fee-business: 38
TPM: none
2013 AUM: $222 million
2012 AUM: $200 million
2013 Production: $1.6 million
2012 Production: $1.3 million
Fee-business: 38
<b>86. Barry Moody</b>
Bank: Pinnacle Bank
TPM: Raymond James
2013 AUM: $145 million
2012 AUM: $120 million
2013 Production: $800,000
2012 Production: $625,000
Fee-business: 59%
TPM: Raymond James
2013 AUM: $145 million
2012 AUM: $120 million
2013 Production: $800,000
2012 Production: $625,000
Fee-business: 59%
<b>85. Mark Stahlmann Muschik</b>
Bank: Midwest BankCentre
TPM: LPL Financial
2013 AUM: $97 million
2012 AUM: $85 million
2013 Production: $866,000
2012 Production: $675,000
Fee-business: 55%
TPM: LPL Financial
2013 AUM: $97 million
2012 AUM: $85 million
2013 Production: $866,000
2012 Production: $675,000
Fee-business: 55%
<b>84. Wesley Perman</b>
Bank: PNC
TPM: none
2013 AUM: $94 million
2012 AUM: $74 million
2013 Production: $612,000
2012 Production: $392,000
Fee-business: 67%
TPM: none
2013 AUM: $94 million
2012 AUM: $74 million
2013 Production: $612,000
2012 Production: $392,000
Fee-business: 67%
<b>83. Chuck Lewis</b>
Bank: Wells Fargo
TPM: none
2013 AUM: $494 million
2012 AUM: $410 million
2013 Production: $2.5 million
2012 Production: $2.1 million
Fee-business: 50%
TPM: none
2013 AUM: $494 million
2012 AUM: $410 million
2013 Production: $2.5 million
2012 Production: $2.1 million
Fee-business: 50%
<b>82. Greg Warner</b>
Bank: Wells Fargo
TPM: none
2013 AUM: $211 million
2012 AUM: $80 million
2013 Production: $1.6 million
2012 Production: $1.3 million
Fee-business: 84%
TPM: none
2013 AUM: $211 million
2012 AUM: $80 million
2013 Production: $1.6 million
2012 Production: $1.3 million
Fee-business: 84%
<b>81. John McRae</b>
Bank: Citizens National Bank
TPM: Raymond James
2013 AUM: $280 million
2012 AUM: $245 million
2013 Production: $1.6 million
2012 Production: $1.5 million
Fee-business: 55%
TPM: Raymond James
2013 AUM: $280 million
2012 AUM: $245 million
2013 Production: $1.6 million
2012 Production: $1.5 million
Fee-business: 55%
<b>80. Scott Kreter</b>
Bank: SunTrust
TPM: none
2013 AUM: $236 million
2012 AUM: $213 million
2013 Production: $1.9 million
2012 Production: $1.8 million
Fee-business: 40%
TPM: none
2013 AUM: $236 million
2012 AUM: $213 million
2013 Production: $1.9 million
2012 Production: $1.8 million
Fee-business: 40%
<b>79. Christopher Barber</b>
Bank: PNC
TPM: none
2013 AUM: $96 million
2012 AUM: $82 million
2013 Production: $839,000
2012 Production: $638,000
Fee-business: 38%
TPM: none
2013 AUM: $96 million
2012 AUM: $82 million
2013 Production: $839,000
2012 Production: $638,000
Fee-business: 38%
<b>78. Brian Mullins</b>
Bank: ORNL Federal Credit Union
TPM: Invest Financial
2013 AUM: $55 million
2012 AUM: $46 million
2013 Production: $672,000
2012 Production: $115,000
Fee-business: 4%
TPM: Invest Financial
2013 AUM: $55 million
2012 AUM: $46 million
2013 Production: $672,000
2012 Production: $115,000
Fee-business: 4%
<b>77. Joshua Mitchell</b>
Bank: PNC
TPM: none
2013 AUM: $54 million
2012 AUM: $29 million
2013 Production: $535,000
2012 Production: $385,000
Fee-business: 42%
TPM: none
2013 AUM: $54 million
2012 AUM: $29 million
2013 Production: $535,000
2012 Production: $385,000
Fee-business: 42%
<b>76. Jason Jaffee</b>
Bank: Wells Fargo
TPM: none
2013 AUM: $141 million
2012 AUM: $125 million
2013 Production: $1.2 million
2012 Production: $880,000
Fee-business: 75%
TPM: none
2013 AUM: $141 million
2012 AUM: $125 million
2013 Production: $1.2 million
2012 Production: $880,000
Fee-business: 75%
