Overview
What is Financial Planning Association Of Wisconsin Inc?
The Financial Planning Association of Wisconsin Inc., headquartered in Wisconsin, is a dedicated nonprofit organization. Their primary focus is on promoting financial planning and providing continuous learning opportunities. They accomplish this by organizing quarterly educational meetings, catering to financial planners and related professionals. By doing so, they contribute significantly to the professional development within their field.
Official website here: www.fpawi.org
Is Financial Planning Association Of Wisconsin Inc legitimate?
Financial Planning Association Of Wisconsin Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Planning Association Of Wisconsin Inc submitted a form 990EZ, 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.
Official website here: www.fpawi.org
What is the mission statement of Financial Planning Association Of Wisconsin Inc?
The Financial Planning Association of Wisconsin's mission is centered around advocating for financial planning. They organize and facilitate quarterly continuing education meetings, catering to financial planners and allied professionals. The primary goal of these sessions is to foster the growth and development of financial planning skills within the industry. By providing these educational opportunities, the association aims to enhance the overall financial well-being of individuals and families.
Official website here: www.fpawi.org
Who is the CEO of Financial Planning Association Of Wisconsin Inc?
Brenda Matthias is the Executive Director of Financial Planning Association Of Wisconsin Inc.
Official website here: www.fpawi.org
What is the revenue of Financial Planning Association Of Wisconsin Inc?
Financial Planning Association Of Wisconsin Inc's revenue in 2022 was $117,851.
Official website here: www.fpawi.org
Who are the executives of Financial Planning Association Of Wisconsin Inc and what are their salaries?
Here are 5 key members and their salaries:
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- Compensation: $42,750
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Official website here: www.fpawi.org
Where can I find the form 990EZ for Financial Planning Association Of Wisconsin Inc?
Financial Planning Association Of Wisconsin Inc's most recent form 990EZ was submitted in 2022 and can be accessed here.
Official website here: www.fpawi.org
Learn more at the official website: www.fpawi.org
Mission Statement of Financial Planning Association Of Wisconsin Inc
The Financial Planning Association of Wisconsin, in its mission, champions the promotion of financial planning. This esteemed organization provides a platform for quarterly continuing education meetings, catering to financial planners and allied professionals. By doing so, it actively contributes to the advancement of financial planning knowledge and expertise within the profession.
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Impact
October, 2024
The Financial Planning Association of Wisconsin Inc significantly impacts the financial planning community by promoting financial literacy and professionalism among its members. Through quarterly continuing education meetings, it provides financial planners and allied professionals with essential training and resources to enhance their skills and knowledge. By fostering a network of professionals committed to ethical standards and best practices, the association contributes to the overall improvement of financial planning services in the region. This commitment not only empowers individual financial planners but also benefits clients across Wisconsin by ensuring they receive informed and responsible financial guidance. Additionally, the association's focus on community improvement underscores its dedication to elevating financial well-being across various demographics.
This information is meant to be a general summary of Financial Planning Association Of Wisconsin 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 2022.
- Investment Income: $6
- Program Service Revenue: $38,465
- Gross Receipts: $117,851
Assets and Liabilities:
- Total Assets: $96,625
- Total Liabilities: $0
- Net Assets: $96,625
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Organization Details
Phone
(608) 850-9387Principal Officer
Brenda Matthias
Main Address
1702 ASHLAWN LANE, WAUNAKEE, WI, 53597
Website
www.fpawi.orgNTEE Category
Code: S41 - Community improvement
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