FINANCIAL SERVICES INSTITUTE INC
1201 PENNSYLVANIA AVE NW NO 700, WASHINGTON, DC 20004 www.financialservices.org

Total Revenue
$10,363,757
Total Expenses
$9,390,117
Net Assets
$4,167,236

Organizations Filed Purposes: TO CREATE A HEALTHIER REGULATORY ENVIRONMENT FOR INDEPENDENT BROKER-DEALERS AND THEIR AFFILIATED INDEPENDENT FINANCIAL ADVISORS THROUGH AGGRESSIVE AND EFFECTIVE ADVOCACY, EDUCATION AND PUBLIC AWARENESS.

TO PROVIDE SUPPORT TO INDEPENDENT FINANCIAL ADVISORS AND FINANCIAL SERVICES FIRMS THROUGH CONSTRUCTIVE ADVOCACY WITH FEDERAL AND STATE REGULATORS AND LEGISLATORS.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Dale BrownPRESIDENT & CEO40$752,540
David BellaireEXECUTIVE VP & GENERAL COU40$551,157
Brett McallisterSVP, FINANCE AND OPERATION40$521,024
Christopher PaulitzSVP, MEMBERSHIP AND MARKET40$396,192
Robin TraxlerSVP, POLICY & DEPUTY GENER40$392,798
Kevin WhiteheadVP, CORPORATE RELATIONS40$239,954
Michelle AllgauerVP, MEETINGS, MARKETING, &40$224,711
Kathryn AndersonVP, CORPORATE RELATIONS40$177,298
Hanna LaverDIRECTOR OF REGULATORY AFF40$146,187
Nicole BrownDIRECTOR OF CORPORATE RELA40$111,727
Steve HornMEMBER1$0
Chris FlintMEMBER1$0
Jim CrowlwyMEMBER1$0
Carolyn ClancyMEMBER1$0
Denise BarrowsMEMBER1$0
Scott SpikerMEMBER1$0
Shawn MclaughlinMEMBER1$0
Chris PerryMEMBER1$0
Kimberly KroppMEMBER1$0
Ed ForstMEMBER1$0
Bill DowellMEMBER1$0
Kent ChristianMEMBER1$0
Richard BryantMEMBER1$0
Valerie BrownMEMBER1$0
Adam AntoniadesMEMBER1$0
Richard J LampenMEMBER1$0
James PoerCHAIR, FSI PAC BOARD OF DIRECTORS4$0
Scott CurtisCHAIR, FINANCE COMMITTEE4$0
John RooneyVICE CHAIR4$0
Dean HarmanIMMEDIATE PAST CHAIR4$0
David C KnochCHAIR4$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202011929349301631_public.xml

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