Organizations Filed Purposes:
WE PROVIDE NETWORKING OPPORTUNITIES, EDUCATION, BUSINESS DEVELOPMENT, AND ADVOCACY TO PROMOTE THE PROFESSIONAL SUCCESS OF FEE-ONLY, COMPREHENSIVE FINANCIAL ADVISORS.
NATIONAL FALL AND SPRING CONFERENCES PROVIDE MEMBERS WITH A NEW LEVEL OF PROFESSIONALISM IN THE AREAS OF FINANCIAL PLANNING EDUCATION, PORTFOLIO MANAGEMENT AND PRACTICE MANAGEMENT TO IMPROVE THEIR PRODUCTIVITY.
MEMBERSHIP SERVICES - SERVICES TO SUPPORT THE PROFESSIONAL NETWORKING, BUSINESS DEVELOPMENT, AND ADVOCACY ON BEHALF OF FEE-ONLY FINANCIAL ADVISORS.
ADVISOR MAGAZINE - PERIODICAL COVERING THE ART AND SCIENCE OF FEE-ONLY COMPREHENSIVE FINANCIAL PLANNING.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Geoffrey Brown | CEO | 40 | $252,738 |
| Robin Gemeinhardt | SR. MGR. PROF. DEVELOPMENT | 40 | $110,254 |
| Archuleta Kristy | DIRECTOR | 1 | $0 |
| Sheckels Lydia | CHAIR-ELECT | 1 | $0 |
| Seurkamp Danielle | DIRECTOR | 1 | $0 |
| Moosmiller Kristen E | DIRECTOR | 1 | $0 |
| Lazarus Jennifer | DIRECTOR | 1 | $0 |
| Jones Jeff | DIRECTOR | 1 | $0 |
| Mcavoy Karla | SECRETARY -TREASURER | 1 | $0 |
| Hobson Clarissa | DIRECTOR | 1 | $0 |
| Bhalla Sunit | DIRECTOR | 1 | $0 |
| O'Brien David | CHAIR | 1 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202110779349300446_public.xml