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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: N/A
Other name: Financial ADV Training Institute
EIN 84-2218596 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Form 990, part I, line 1, description of organization mission: qualified Financial advisors in the United States by creating a consistent learning environment that teaches professionalism, high ethical standards, sophisticated investment and insurance knowledge, and proper sales and client interaction skills. The institute will train 250,000 new Financial advisors over the next 15 years. Our intent is not to save a for-profit industry but rather to keep a profession critical to the Financial well-being of the u.s. Economy and the American public at large thriving because future generations deserve sound Financial advice.
Principal Officer
TERRY Lindner
Total Revenue
$926K
FY2025
Total Expenses
$732K
FY2025
Net Assets
$90K
Program Ratio
76.1%
expenses on programs
Employees
2
Volunteers
4
Board Members
6
Voting
4
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.