NonprofitsNational Association Of Personal Financial Advisors Inc

National Association Of Personal Financial Advisors Inc

CHICAGO, IL

Total revenue

$165K

Total expenses

$165K

Net assets

Grants received

EIN

912020239

Tax year

2023

Mission

To provide networking opportunities, education, business development, and advocacy to promote the professional success of fee-only, comprehensive financial advisors.

Programs

2 programs

Napfa regions present lectures on fee-only financial planning for the education of regional members.

Scholarship programs and academic outreach.

Financials

FY 2023

Revenue

Contributions & grants$26K
Program service revenue$139K
Investment income
Other revenue
Total revenue$165K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$165K
Total expenses$165K
Total assets
Net assets

People

41 listed

NameRoleCompensation

KAYDEE COLE

DIRECTOR, WEST REGION

Board

1 hrs/wk

BRENNA BAUCUM

DIRECTOR, WEST REGION

Board

1 hrs/wk

SHALMALI KULKAMI

DIRECTOR, WEST REGION

Board

1 hrs/wk

EVAN LOOMIS

PRESIDENT, MIDWEST

Board

2 hrs/wk

ANDY MARDOCK

CHAIR, MIDWEST

Board

2 hrs/wk

DANIELLE MIURA

DIRECTOR, WEST REGION

Board

1 hrs/wk

COURTNEY RANSTROM

DIRECTOR, WEST REGION

Board

1 hrs/wk

DANIEL YERGER

DIRECTOR, WEST REGION

Board

2 hrs/wk

TRENT ARNONE

DIRECTOR, SOUTH REGION

Board

1 hrs/wk

CHRIS ALMAN

DIRECTOR, SOUTH REGION

Board

1 hrs/wk

ANNE MARIE E ASHWORTH

CHAIR, SOUTH REGION

Board

2 hrs/wk

EDEN BOWEN

DIRECTOR, SOUTH REGION

Board

1 hrs/wk

BRETT COFFMAN

DIRECTOR, SOUTH REGION

Board

1 hrs/wk

MARK EVERS

DIRECTOR, SOUTH REGION

Board

1 hrs/wk

FRANK GAY

PRESIDENT, SOUTH REGION

Board

2 hrs/wk

GRANT MADDOX

DIRECTOR, SOUTH REGION

Board

1 hrs/wk

ERICA BOUCHARD

DIRECTOR, MIDWEST

Board

1 hrs/wk

JASON BERNAL

DIRECTOR, MIDWEST

Board

1 hrs/wk

JEFF DANIHER

DIRECTOR, MIDWEST

Board

1 hrs/wk

HANNAH FITZPATRICK

PRESIDENT, MIDWEST

Board

2 hrs/wk

AT KOHOUT

DIRECTOR, MIDWEST

Board

1 hrs/wk

CHERYL KRUEGER

DIRECTOR, MIDWEST

Board

1 hrs/wk

JUSTIN W NICHOLS

CHAIR, MIDWEST

Board

2 hrs/wk

JAMIE RIZER

DIRECTOR, MIDWEST

Board

1 hrs/wk

KATIE BURKE

CHAIR, NORTHEAST/MA REG

Board

2 hrs/wk

KELSEY BRENNAN

DIRECTOR, NORTHEAST/MA REG

Board

1 hrs/wk

ZACH DEBOTTIS

DIRECTOR, NORTHEAST/MA REG

Board

1 hrs/wk

GRAHAM EWING

DIRECTOR, NORTHEAST/MA REG

Board

1 hrs/wk

ALAINA GILBERT

DIRECTOR, NORTHEAST/MA REG

Board

1 hrs/wk

EMILY JAFFE

PRESIDENT, NORTHEAST/MA RE

Board

2 hrs/wk

JOHN MIDDLETON

DIRECTOR, NORTHEAST/MA REG

Board

1 hrs/wk

VID PONNAPALLI

DIRECTOR, NORTHEAST/MA REG

Board

1 hrs/wk

EILEEN STEVENS

DIRECTOR, NORTHEAST/MA REG

Board

1 hrs/wk

AYSHA BALLIS

DIRECTOR, GENESIS

Board

1 hrs/wk

BRIE BLACK

DIRECTOR, GENESIS

Board

1 hrs/wk

JACOB BURLESON

DIRECTOR, GENESIS

Board

1 hrs/wk

ELIJAH ESSA

CHAIR, GENESIS

Board

2 hrs/wk

CECELIA FLEMING

DIRECTOR, GENESIS

Board

1 hrs/wk

ZACK HUBBARD

DIRECTOR, GENESIS

Board

1 hrs/wk

JOEY LOSS

DIRECTOR, GENESIS

Board

1 hrs/wk

JADAH RILEY

DIRECTOR, GENESIS

Board

1 hrs/wk

Details

EIN912020239
Subsection06
Ruling date1989-06
Employees0
Volunteers0
NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS INC — Mission, Financials & Grants Received | Grantivo