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FINANCIAL ADVISOR TRAINING INSTITUTE

EIN: 84-2218596Bloomfield Hills, MIZIP: 48301
B28 - Education501(c)(3)

Mission

TO REPLENISH A DEPLETING TALENT POOL OF QUALIFIED FINANCIAL ADVISORS IN THE RETAIL INVESTMENT SERVICES COMMUNINTY IN THE UNITED STATES BY CREATING A CONSISTENT LEARNING ENVIRONMENT THAT TEACHES PROFESSIONALISM, HIGH ETHICAL STANDARDS, SOPHISTICATED INVESTMENT AND INSURANCE KNOWLEDGE, AND PROPER SALES AND CLIENT INTERACTION SKILLS FOR THOSE WHO ASPIRE TO BECOME A PROFESSIONAL FINANCIAL ADVISOR. THIS OPTIONAL INSTRUCTION THAT PROVIDES ASSISTANCE AS DETAILED ABOVE. THIS IS NOT A DEGREE GRANTING ENTITY OR A PROPRIETARY SCHOOL.

Financials

YearRevenueExpensesAssets
2024$781k$0$39k
2023$1M$0$211k

Compensation

2024

TERRY LINDNER
Ceo/presdient of Board
officer (unspecified)
$0
$0
$0
$51,000
JOHN OESTREICH
Secretary
officer (unspecified)
$0
$0
$0
$0
ROBIN WHEELER
Treasurer
officer (unspecified)
$0
$0
$0
$0
DAVID HENSLEY
Board Member
board member
$0
$0
$0
$0
JOSHUA ROSS
Board Member
board member
$0
$0
$0
$0

2023

TERRY LINDNER
CEO/Presdient of Board
officer (unspecified)
$0
$0
$0
$51,000
LORI AJLOUNI
Director
board member
$0
$0
$0
$0
DAVID BELLO
Secretary
officer (unspecified)
$0
$0
$0
$0
BRAD FROLING
President
chief executive officer
$0
$0
$0
$0
THEODORE BROWN
Treasurer
officer (unspecified)
$0
$0
$0
$0

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Data from IRS Form 990 filings (2023-2024).