FINANCIAL SERVICES INSTITUTE INC
Data sourced from IRS 990 public filings
FINANCIAL SERVICES INSTITUTE INC TO CREATE A HEALTHIER REGULATORY ENVIRONMENT FOR INDEPENDENT BROKER-DEALERS AND THEIR AFFILIATED INDEPENDENT FINANCIAL ADVISORS THROUGH AGGRESSIVE AND EFFECTIVE ADVOCACY, EDUCATION AND PUBLIC AWARENESS.
Annual Revenue
$12,075,796
Known Funders
0
Grants Received
0
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $12,075,796 | $12,035,984 | $15,058,119 |
| 2023 | $10,995,600 | $10,920,480 | $15,672,523 |
| 2022 | $10,638,881 | $10,345,882 | $15,775,442 |
| 2021 | $9,484,774 | $9,207,336 | $15,307,729 |
| 2020 | $10,710,617 | $9,925,442 | $14,528,941 |
| 2019 | $10,363,757 | $9,390,117 | $15,063,133 |
| 2018 | $9,959,280 | $8,908,653 | $13,114,954 |
| 2017 | $9,600,255 | $9,017,391 | $6,273,528 |
Top Funders
No funder data available yet for this nonprofit.
Key Personnel
From 2024 IRS 990 filing
KATHRYN ANDERSON
SVP, GROWTH & STRAT PART
CHRISTOPHER PAULITZ
HEAD, STRAT. INITIATIVES
RENEE BARNETT
VP, FED REG AFFAIRS
MICHELLE ALLGAUER
SVP, EDUCATION & ENG
ROBIN TRAXLER
SVP, POLICY & DEP GEN CO
BRETT MCALLISTER
SVP, FINANCE, OPS & BUS STRAT
DAVID BELLAIRE
EXEC VP & GENERAL COUNSEL
DALE BROWN
PRESIDENT & CEO
GWEN WEITHAUS
MEMBER
JOHN ROONEY
MEMBER
Showing 10 of 32 key personnel.
Frequently Asked Questions
Other Nonprofits in District of Columbia
Unlock Full Nonprofit Data
Sign up for free to access the complete funder list, financial history, program details, key personnel, and smart matching.