National Association Of Insurance And Financial Advisors-Iowa

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

EIN: 420674608 ✦ Des moines, IA ✦ Designated as a 501(c)(6)

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Overview

What is National Association Of Insurance And Financial Advisors-Iowa?

The National Association of Insurance and Financial Advisors-Iowa is a nonprofit organization situated in Des Moines, Iowa. Their primary mission is to empower and enhance the professional skills of its members in the insurance and financial advisory field. They achieve this through various educational programs such as annual conventions, regional workshops, and other events. These events offer members up-to-date trade information, sales training, and networking opportunities. Additionally, the association promotes ethical conduct within the profession and advocates for a favorable legislative and regulatory environment. This is done to ensure a positive and supportive environment for financial advisors, ultimately benefiting their clients.


Official website here: www.ia.naifa.org

Is National Association Of Insurance And Financial Advisors-Iowa legitimate?

National Association Of Insurance And Financial Advisors-Iowa is a legitimate nonprofit organization registered as a 501(c)(6) entity. National Association Of Insurance And Financial Advisors-Iowa 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.ia.naifa.org

What is the mission statement of National Association Of Insurance And Financial Advisors-Iowa?

The National Association of Insurance and Financial Advisors-Iowa's mission is centered around enhancing the business and professional skills of its members. They strive to promote the profession and uphold ethical conduct among advisors. Additionally, they advocate for a favorable legislative and regulatory environment. Their activities are geared towards enhancing members' knowledge, providing them with up-to-date trade information, sales training, and networking opportunities through educational and training programs such as annual conventions, regional workshops, and other events.


Official website here: www.ia.naifa.org

Who is the CEO of National Association Of Insurance And Financial Advisors-Iowa?

Lynn Schreder is the President of National Association Of Insurance And Financial Advisors-Iowa.


Official website here: www.ia.naifa.org

What is the revenue of National Association Of Insurance And Financial Advisors-Iowa?

National Association Of Insurance And Financial Advisors-Iowa's revenue in 2022 was $247,392.


Official website here: www.ia.naifa.org

Who are the executives of National Association Of Insurance And Financial Advisors-Iowa and what are their salaries?

There 80 volunteers at National Association Of Insurance And Financial Advisors-Iowa.


Here are 14 key members and their salaries:


Roger Mccullough (Ntnl Cmtee Prsn)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mike Grandgeorge (Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Peg Antonelli (Vp Marketing)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lynn Schreder (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Craig Adamson (Vp Ifapac)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeff Kaiden (Vp Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ann Hudson (Vp Membership)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brenda Eckard (Vp Affl Program)
  • Compensation: $0
  • Related: $0
  • Other: $0
Barry Delp (President Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Peg Fraser (Vp Convention)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dave Beaty (Vp Affl Progrm)
  • Compensation: $0
  • Related: $0
  • Other: $0
Barb Collins (Vp Grassroots)
  • Compensation: $0
  • Related: $0
  • Other: $0
Randy Kruse (Vp Membership)
  • Compensation: $0
  • Related: $0
  • Other: $0
Danny Mielneczek (Vp Yat)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.ia.naifa.org

Where can I find the form 990 for National Association Of Insurance And Financial Advisors-Iowa?

National Association Of Insurance And Financial Advisors-Iowa's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.ia.naifa.org

Learn more at the official website: www.ia.naifa.org

Mission Statement of National Association Of Insurance And Financial Advisors-Iowa

The National Association of Insurance and Financial Advisors-Iowa, in its mission, focuses on enhancing the business and professional skills of its members. This nonprofit organization strives to promote the reputation and ethical conduct of financial advisors within the profession. Furthermore, it advocates for a favorable legislative and regulatory environment, working towards the betterment of the advisory sector as a whole.

To achieve these objectives, the National Association of Insurance and Financial Advisors-Iowa offers a range of educational and training programs. These programs include annual conventions, regional workshops, and various events that keep members updated on trade information, provide sales training, and offer networking opportunities. By engaging in these activities, members can improve their expertise and competence in the financial advisory field. This, in turn, not only benefits the individual advisors but also contributes to the overall growth and prosperity of the profession.

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Impact




October, 2024

The National Association of Insurance and Financial Advisors-Iowa significantly impacts its members and the broader community by enhancing the business and professional skills of its members. Through educational and training programs, including an annual convention and regional workshops, the organization equips advisors with the latest trade information and sales training. This ongoing professional development fosters a culture of ethical conduct among advisors, ultimately elevating the profession.

Additionally, the association advocates for a positive legislative and regulatory environment, empowering advisors to navigate complex challenges in the financial landscape effectively. By promoting networking opportunities, it strengthens relationships within the industry, which can lead to improved services for clients. Overall, the association's efforts contribute to a more knowledgeable, skilled, and ethically driven financial advisory community in Iowa.




This information is meant to be a general summary of National Association Of Insurance And Financial Advisors-Iowa. 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
$247,392 (2022)
Expenses
$251,940 (2022)
Efficiency

Other financial information:

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

  • Investment Income: $4,308
  • Program Service Revenue: $207,719
  • Gross Receipts: $252,599

Assets and Liabilities:

  • Total Assets: $536,667
  • Total Liabilities: $63,843
  • Net Assets: $472,824

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Programs

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

CONVENTION REVENUE

Revenue

$16,075

GOVERNMENT AFFAIRS

Revenue

$630

MEMBERSHIP DUES

Revenue

$133,573

NEWSLETTER

Revenue

$3,000

PROFESSIONAL DEVELOPMENT

Revenue

$54,441

Organization Details

Principal Officer

Lynn Schreder

Main Address

400 E COURT AVE STE 126, DES MOINES, IA, 50309

NTEE Category

Code: S41 - Community improvement

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