Financial Planning Association Of Minnesota

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 411957604 ✦ Columbia heights, MN ✦ Designated as a 501(c)(6)

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Overview

What is Financial Planning Association Of Minnesota?

The Financial Planning Association of Minnesota is a nonprofit organization situated in Columbia Heights, Minnesota. Their primary focus is on providing educational meetings and annual conferences to its members, covering various informational topics that are essential in delivering financial planning services to the public. These events enable members to earn the required educational credits from organizations such as the CFP Board, Minnesota Board of Continuing Legal Education, National Association of State Boards of Accountancy, and others. By attending these meetings, members stay updated on the latest trends and developments in the financial planning sector, ultimately benefiting the public they serve.


Official website here: www.fpamn.org

Is Financial Planning Association Of Minnesota legitimate?

Financial Planning Association Of Minnesota is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Planning Association Of Minnesota 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: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.fpamn.org

What is the mission statement of Financial Planning Association Of Minnesota?

The Financial Planning Association of Minnesota's mission is centered around providing educational resources for its members. This includes organizing meetings, conferences, and virtual events, covering a range of informational topics. These activities are crucial for members to stay updated on the latest trends in financial planning services. The association ensures that its members can earn necessary educational credits as required by various organizations such as the CFP Board, NASBA, CIMA, and others. By doing so, the Financial Planning Association of Minnesota contributes to the provision of reliable financial services to the public.


Official website here: www.fpamn.org

Who is the CEO of Financial Planning Association Of Minnesota?

Ryan Antkowiak is the Chairperson of Financial Planning Association Of Minnesota.


Official website here: www.fpamn.org

What is the revenue of Financial Planning Association Of Minnesota?

Financial Planning Association Of Minnesota's revenue in 2022 was $228,916.


Official website here: www.fpamn.org

Who are the executives of Financial Planning Association Of Minnesota and what are their salaries?

There 55 volunteers at Financial Planning Association Of Minnesota.


Here are 13 key members and their salaries:


Jessica Hawthorne (Executive Di)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ryan Antkowiak (Chairperson)
  • Compensation: $0
  • Related: $0
  • Other: $0
Peter Snow (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mark Brice (Secretary/Tr)
  • Compensation: $0
  • Related: $0
  • Other: $0
Nick Gearhart (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lory Wessel (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
William Wixon (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Bruce Lorenz (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Rebecca Bell (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Preeti Higgings (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Keith Loveland (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lee Ryan (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mai Yang (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.fpamn.org

Where can I find the form 990 for Financial Planning Association Of Minnesota?

Financial Planning Association Of Minnesota's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.fpamn.org

Learn more at the official website: www.fpamn.org

Mission Statement of Financial Planning Association Of Minnesota

The Financial Planning Association of Minnesota, in its mission, provides membership education, meetings, and an annual conference. These events cover a variety of informational topics that are crucial for its members to stay updated on. These topics are essential for delivering financial services to the public. Members of this association earn educational credits as required by several governing bodies, including the CFP Board, the State of Minnesota, the State of Wisconsin, NASBA, CIMA, and the Minnesota Board of Continuing Legal Education. By attending these events, members can maintain their expertise and continue to provide top-tier financial planning services to the public.

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Impact




October, 2024

The Financial Planning Association of Minnesota plays a crucial role in enhancing the skills and knowledge of financial planning professionals in the region. By providing a platform for membership education, it facilitates the continuous professional development of its members through a variety of virtual educational meetings and an annual conference.

These events cover essential topics that help financial planners stay current and informed about industry standards and practices. Members have the opportunity to earn educational credits mandated by various organizations, such as the CFP Board and the Minnesota Board of Continuing Legal Education, which is vital for maintaining their professional certifications in an evolving financial landscape.

This emphasis on ongoing education and networking fosters a community of knowledgeable professionals dedicated to providing high-quality financial planning services to the public. As members apply what they learn, the association contributes to better financial outcomes for clients and the overall improvement of financial planning practices in Minnesota.




This information is meant to be a general summary of Financial Planning Association Of Minnesota. 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.

Revenue
$228,916 (2022)
Expenses
$339,084 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $7,981
  • Program Service Revenue: $44,308
  • Gross Receipts: $492,864

Assets and Liabilities:

  • Total Assets: $306,173
  • Total Liabilities: $33,688
  • Net Assets: $272,485

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

MEETING REVENUE

Revenue

$44,308

Organization Details

Founding Year

2000

Principal Officer

Ryan Antkowiak

Main Address

3900 MAIN STREET NE, COLUMBIA HEIGHTS, MN, 55421

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