Community Improvement & Capacity Building
National Association Of Insurance And Financial Advisors California
CEDAR FALLS, IA
Total revenue
$319K
Total expenses
$336K
Net assets
$506K
Grants received
—
EIN
941120047
Tax year
2024
Mission
Enhance business and professional skills of members, promote the professional and ethical conduct of advisors, advocate for a positive legislative and regulatory environment.
Programs
1 program
Educational and training programs including annual convention, workshops and other educational events. Events provide members with up-to-date trade information, sales training and networking opportunities.
Financials
FY 2024
Revenue
Expenses
People
11 listed
MARC A BREGMAN
PAST PRESIDENT
—
4 hrs/wk
MICHAEL ANDREW MARES
PRESIDENT ELECT
—
4 hrs/wk
DION REYES QUIOCHO
TREASURER
—
4 hrs/wk
JASON FOSTER
PRESIDENT
—
4 hrs/wk
SARAH MARTIN
DIRECTOR
—
2 hrs/wk
RICH COFFIN
SECRETARY
—
4 hrs/wk
JANISE GRAHAM
MEMBERSHIP CHAIR
—
2 hrs/wk
PETER BUECHLER
ADVOCACY CHAIR
—
2 hrs/wk
BOBBI BARBARA
DIRECTOR
—
2 hrs/wk
LOUIS GARDNER
DIRECTOR
—
2 hrs/wk
LARS WILLERUP
DIRECTOR
—
2 hrs/wk
Independent contractors
MCHUGH KOEPKE & ASSOCIATES
LEGISLATIVE CONSULTING