Financial Planning Association
EIN 411957604 · 501(c)(6) · Public charity · Minneapolis, MN · recognized 2000
- Assets
- $211K
- Revenue
- $387K
- Expenses
- $471K
- Investment income
- $3.0K
Form 990 fiscal year ended 12/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
No linked investment managers yet.
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Bfl Inc Dba Office Connection | Management services | $141,783 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Bruce Lorenz | Chairman | $0 | $0 |
| Nicole Meeker | President | $0 | $0 |
| Alex Pengelly | President elect | $0 | $0 |
| Mark Brice | Treasurer | $0 | $0 |
| David Leflar | Director | $0 | $0 |
| Mai Yang | Director | $0 | $0 |
| Dana Brewer | Director | $0 | $0 |
| Jeanna Fifer | Director | $0 | $0 |
| Corey Anderson | Director | $0 | $0 |
| Vince Darling linked | Director | $0 | $0 |
| Keith Loveland | Director | $0 | $0 |
| Dan Mcdonald | President elect | $0 | $0 |
| Elizabeth Scott | Director | $0 | $0 |
| Kristy Gusick | Director | $0 | $0 |
| Jason Kley | Director | $0 | $0 |