Overview
What is Financial Services Institute Inc?
Financial Services Institute Inc., headquartered in Washington D.C., is a nonprofit organization dedicated to supporting independent financial advisors and financial services firms. Their mission is to advocate for a healthier regulatory environment for independent broker-dealers and their affiliated independent financial advisors. They achieve this through proactive advocacy, education, and public awareness. The institute operates with a team of 23 individuals, working tirelessly to create a favorable regulatory landscape for their members.
Official website here: www.financialservices.org
Is Financial Services Institute Inc legitimate?
Financial Services Institute Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Services Institute Inc submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
Heare are some key statistics you may want to consider:
Executive Compensation: $5,569,575
Professional Fundraising Fees: $0
Other Salaries and Wages: $299,082
For more financial information, click here
Official website here: www.financialservices.org
What is the mission statement of Financial Services Institute Inc?
The Financial Services Institute Inc's mission is centered around fostering a more favorable regulatory environment for independent broker-dealers and their affiliated independent financial advisors. This is achieved through proactive and impactful advocacy, education, and public awareness efforts. The organization aims to provide support to these financial advisors and their firms by engaging in constructive dialogue with federal and state regulators and legislators.
Official website here: www.financialservices.org
Who is the CEO of Financial Services Institute Inc?
Dale Brown is the CEO of Financial Services Institute Inc The CEO's salary of Financial Services Institute Inc is $858,815 and their total compensation is $997,194.
Official website here: www.financialservices.org
What is the revenue of Financial Services Institute Inc?
Financial Services Institute Inc's revenue in 2023 was $10,995,600.
Official website here: www.financialservices.org
Who are the executives of Financial Services Institute Inc and what are their salaries?
The average compensation at Financial Services Institute Inc during 2023 was $244,527. There are 24 employees and 24 volunteers at Financial Services Institute Inc.
Here are 41 key members and their salaries (Financial Services Institute Inc's CEO's salary is $858,815 and their total compensation is $997,194):
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- Compensation: $858,815
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- Other: $138,379
- Compensation: $602,429
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- Other: $92,124
- Compensation: $705,210
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- Other: $70,344
- Compensation: $593,716
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- Other: $56,218
- Compensation: $450,162
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- Other: $59,333
- Compensation: $324,147
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- Other: $41,758
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- Compensation: $236,425
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- Compensation: $169,490
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- Other: $30,661
- Compensation: $168,722
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- Other: $9,418
- Compensation: $164,142
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- Other: $8,101
- Compensation: $151,463
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- Other: $8,329
- Compensation: $143,687
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- Other: $14,480
- Compensation: $129,582
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- Other: $24,328
- Compensation: $123,083
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- Other: $23,262
- Compensation: $114,701
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- Other: $13,275
Official website here: www.financialservices.org
Where can I find the form 990 for Financial Services Institute Inc?
Financial Services Institute Inc's most recent form 990 was submitted in 2023 and can be accessed here.
Official website here: www.financialservices.org
Learn more at the official website: www.financialservices.org
Mission Statement of Financial Services Institute Inc
Financial Services Institute Inc, in its mission, strives to establish a more favorable regulatory environment for independent broker-dealers and their affiliated independent financial advisors. This is achieved through proactive and impactful advocacy, education, and public awareness. The organization's primary goal is to support independent financial advisors and financial services firms by engaging in constructive dialogues with federal and state regulators and legislators. By doing so, Financial Services Institute Inc aims to create a regulatory landscape that fosters growth and success for these independent professionals.
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Impact
October, 2024
Financial Services Institute Inc significantly impacts the financial services landscape by advocating for independent broker-dealers and their affiliated independent financial advisors. Through robust advocacy efforts, the organization strives to shape a more favorable regulatory environment, which is crucial for the growth and sustainability of independent financial firms.
Their commitment to education and public awareness empowers financial advisors with the knowledge necessary to navigate regulatory challenges and serve their clients effectively. By actively engaging with federal and state regulators and legislators, the Institute not only represents the interests of independent firms but also promotes a more informed policy dialogue in the financial services sector.
Ultimately, their work supports community improvement by ensuring that independent financial advisors can operate within a regulatory framework that fosters innovation, competition, and client-centered practices. This advocacy plays a vital role in upholding the integrity of the financial services industry and enhancing the overall experience for consumers seeking independent financial advice.
This information is meant to be a general summary of Financial Services Institute Inc. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2023.
- Investment Income: $174,731
- Program Service Revenue: $10,809,470
- Gross Receipts: $10,995,600
Assets and Liabilities:
- Total Assets: $15,775,442
- Total Liabilities: $10,252,594
- Net Assets: $5,522,848
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
MEMBERSHIP DUES
Revenue
$8,064,760
SPONSORSHIP REVENUE
Revenue
$1,292,510
CONFERENCE AND SPECIAL MEETINGS
Revenue
$617,914
EXHIBIT INCOME
Revenue
$436,750
ADVOCACY SUPPORT
Revenue
$342,450
Organization Details
Founding Year
2004
Principal Officer
Dale Brown
Website
www.financialservices.orgNTEE Category
Code: S41 - Community improvement
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