National Association Of Insurance And Financial Advisors California
EIN 941120047 · 501(c)(6) · Public charity · Cedar Falls, IA · recognized 2017
- Assets
- $573K
- Revenue
- $319K
- Expenses
- $336K
- Investment income
- $23.1K
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 |
|---|---|---|
| Mchugh Koepke & Associates | Legislative consulting | $105,000 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Marc A Bregman | Past president | $0 | $0 |
| Michael Andrew Mares | President elect | $0 | $0 |
| Dion Reyes Quiocho | Treasurer | $0 | $0 |
| Jason Foster | President | $0 | $0 |
| Sarah Martin | Director | $0 | $0 |
| Rich Coffin | Secretary | $0 | $0 |
| Janise Graham | Membership chair | $0 | $0 |
| Peter Buechler | Advocacy chair | $0 | $0 |
| Bobbi Barbara | Director | $0 | $0 |
| Louis Gardner | Director | $0 | $0 |
| Lars Willerup | Director | $0 | $0 |