National Association Of Personal Financial Advisors - Group Return

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

EIN: 912020239 ✦ Chicago, IL ✦ Designated as a 501(c)(6)

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Overview

What is National Association Of Personal Financial Advisors - Group Return?

The National Association of Personal Financial Advisors (NAPFA) is a nonprofit organization situated in Chicago, Illinois. Their primary focus is to enhance the education of its members in the field of fee-only financial planning. They accomplish this by offering study group programs. NAPFA's mission extends beyond education, as they also provide networking opportunities, business development, and advocacy to boost the professional success of fee-only, comprehensive financial advisors. This association aims to promote and uphold the integrity of the financial planning profession.


Official website here: www.napfa.org

Is National Association Of Personal Financial Advisors - Group Return legitimate?

National Association Of Personal Financial Advisors - Group Return is a legitimate nonprofit organization registered as a 501(c)(6) entity. National Association Of Personal Financial Advisors - Group Return 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.napfa.org

What is the mission statement of National Association Of Personal Financial Advisors - Group Return?

The National Association of Personal Financial Advisors, specifically the Group Return, is dedicated to supporting the professional growth of fee-only, comprehensive financial advisors. They achieve this mission by offering networking opportunities, educational resources, and business development tools. Their advocacy efforts aim to elevate the reputation and success of these advisors within their field. Additionally, NAPFA regions provide study group programs to enhance the education of its members in the area of fee-only financial planning.


Official website here: www.napfa.org

Who is the CEO of National Association Of Personal Financial Advisors - Group Return?

Leslie Stokes is the Director, West Region of National Association Of Personal Financial Advisors - Group Return.


Official website here: www.napfa.org

What is the revenue of National Association Of Personal Financial Advisors - Group Return?

National Association Of Personal Financial Advisors - Group Return's revenue in 2022 was $167,687.


Official website here: www.napfa.org

Who are the executives of National Association Of Personal Financial Advisors - Group Return and what are their salaries?


Here are 33 key members and their salaries:


Alan R Goodstein (Director, West Region)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andy Mardock (President, West Region)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kaydee Cole (Director, West Region)
  • Compensation: $0
  • Related: $0
  • Other: $0
Shalmali Kulkami (Director, West Region)
  • Compensation: $0
  • Related: $0
  • Other: $0
Danika Waddell (Director, West Region)
  • Compensation: $0
  • Related: $0
  • Other: $0
Evan Loomis (Director, West Region)
  • Compensation: $0
  • Related: $0
  • Other: $0
Courtney Ranstrom (Director, West Region)
  • Compensation: $0
  • Related: $0
  • Other: $0
Daniel Yerger (Director, West Region)
  • Compensation: $0
  • Related: $0
  • Other: $0
Steve Doster (Chair, West Region)
  • Compensation: $0
  • Related: $0
  • Other: $0
Trent Amone (Director, South Region)
  • Compensation: $0
  • Related: $0
  • Other: $0
Eden Bowen (Director, South Region)
  • Compensation: $0
  • Related: $0
  • Other: $0
Anne Marie E Ashworth (President, South Region)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brett Coffman (Director, South Region)
  • Compensation: $0
  • Related: $0
  • Other: $0
Frank Gay (Director, South Region)
  • Compensation: $0
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  • Other: $0
Grant Maddox (Director, South Region)
  • Compensation: $0
  • Related: $0
  • Other: $0
Matt Smith (Director, South Region)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jaime Ruff (Chair, South Region)
  • Compensation: $0
  • Related: $0
  • Other: $0
Erica Bouchard (Director, Midwest)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeffrey Drayton (Director, Midwest)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jason Schmitt (Chair, Midwest)
  • Compensation: $0
  • Related: $0
  • Other: $0
Cheryl Krueger (Director, Midwest)
  • Compensation: $0
  • Related: $0
  • Other: $0
At Kohout (Director, Midwest)
  • Compensation: $0
  • Related: $0
  • Other: $0
Hannah Fitzpatrick (Director, Midwest)
  • Compensation: $0
  • Related: $0
  • Other: $0
Justin W Nichols (President, Midwest)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chelsea Rude (Director, Midwest)
  • Compensation: $0
  • Related: $0
  • Other: $0
Graham Ewing (Director, Northeast/Ma Reg)
  • Compensation: $0
  • Related: $0
  • Other: $0
Alaina Gilbert (Director, Northeast/Ma Reg)
  • Compensation: $0
  • Related: $0
  • Other: $0
Emily Jaffe (Director, Northeast/Ma Reg)
  • Compensation: $0
  • Related: $0
  • Other: $0
Katie Burke (Chair/President, Northeast/Ma Region)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Middleton (Director, Northeast/Ma Reg)
  • Compensation: $0
  • Related: $0
  • Other: $0
Eileen Stevens (Director, Northeast/Ma Reg)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jj Williams (Director, Northeast/Ma Reg)
  • Compensation: $0
  • Related: $0
  • Other: $0
Vid Ponnapalli (Director, Northeast/Ma Reg)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.napfa.org

Where can I find the form 990 for National Association Of Personal Financial Advisors - Group Return?

National Association Of Personal Financial Advisors - Group Return's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.napfa.org

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

Mission Statement of National Association Of Personal Financial Advisors - Group Return

The National Association of Personal Financial Advisors, or NAPFA, is committed to advancing the professional success of fee-only, comprehensive financial advisors. Their mission encompasses providing networking opportunities, education, and business development, all aimed at elevating the stature of these financial advisors in their field. By fostering these resources, NAPFA seeks to promote best practices and enhance the overall proficiency of its members in the realm of fee-only financial planning. To achieve this, NAPFA regions offer study group programs to further improve the educational foundation of its members, thereby bolstering their expertise in this specialized field.

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Impact




October, 2024

The National Association of Personal Financial Advisors (NAPFA) - Group Return plays a significant role in enhancing the professional landscape for fee-only, comprehensive financial advisors. By offering networking opportunities, members can connect with peers, share best practices, and build collaborative relationships that foster growth and innovation in the industry.

Additionally, the focus on education ensures that advisors stay current with the latest trends, regulatory changes, and strategies in financial planning. This commitment to continuous learning elevates the overall competency of its members, leading to improved client service and satisfaction.

Business development initiatives provided by NAPFA support advisors in growing their practices, while advocacy efforts work to promote the fee-only model within the financial planning community. This dual approach not only benefits individual advisors but also strengthens the credibility and reputation of the fee-only financial planning profession as a whole.

Ultimately, the impact of NAPFA - Group Return extends beyond individual financial advisors; it contributes to the broader goal of community improvement by encouraging ethical practices and transparent services that prioritize clients’ financial well-being.




This information is meant to be a general summary of National Association Of Personal Financial Advisors - Group Return. 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
$167,687 (2022)
Expenses
$167,687 (2022)
Efficiency

Other financial information:

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

  • Program Service Revenue: $154,387
  • Gross Receipts: $167,687

Assets and Liabilities:

  • Total Assets: $0
  • Total Liabilities: $0
  • Net Assets: $0

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Programs

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

MEMBERSHIP ALLOTMENT

Revenue

$125,977

REGISTRATION FEES

Revenue

$26,942

MEMBERSHIP DUES

Revenue

$1,468

Organization Details

Principal Officer

Leslie Stokes

Main Address

8700 WEST BRYN MAWR AVENUE 700N, CHICAGO, IL, 60631

NTEE Category

Code: S41 - Community improvement

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