NonprofitsFinancial Advisor Training Institute

Education

Financial Advisor Training Institute

BLOOMFLD HLS, MI

Total revenue

$781K

Total expenses

$965K

Net assets

Grants received

EIN

842218596

Tax year

2024

Mission

The financial advisor training institute's (fati) mission is to restock a depleting talent pool of qualified financial advisors in the united states by creating a consistent learning environment that teaches professionalism, high ethical standards, sophisticated investment and insurance knowledge, and proper sales and client interaction skills. The institute will train 250,000 new financial advisors over the next 15 years. Our intent is not to save a for-profit industry but rather to keep a profession critical to the financial well-being of the u.s. Economy and the american public at large thriving because future generations deserve sound financial advice.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$781K
Investment income
Other revenue
Total revenue$781K

Expenses

Grants paid
Salaries & benefits$106K
Fundraising
Other expenses$858K
Total expenses$965K
Total assets$39K
Net assets

People

5 listed

NameRoleCompensation

TERRY LINDNER

CEO/PRESDIENT OF BOARD

Board

$51K

50 hrs/wk

JOHN OESTREICH

SECRETARY

Board

0.25 hrs/wk

ROBIN WHEELER

TREASURER

Board

0.25 hrs/wk

DAVID HENSLEY

BOARD MEMBER

Board

0.25 hrs/wk

JOSHUA ROSS

BOARD MEMBER

Board

0.25 hrs/wk

Details

EIN842218596
NTEE codeB28
Subsection03
Ruling date2020-01
Formed2019
Employees2
Volunteers4
FINANCIAL ADVISOR TRAINING INSTITUTE — Mission, Financials & Grants Received | Grantivo