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
Expenses
People
5 listed
TERRY LINDNER
CEO/PRESDIENT OF BOARD
$51K
50 hrs/wk
JOHN OESTREICH
SECRETARY
—
0.25 hrs/wk
ROBIN WHEELER
TREASURER
—
0.25 hrs/wk
DAVID HENSLEY
BOARD MEMBER
—
0.25 hrs/wk
JOSHUA ROSS
BOARD MEMBER
—
0.25 hrs/wk