Skip to main content

FINANCIAL PLANNING ASSOCIATION

EIN: 41-1957604Minneapolis, MNZIP: 55416
501(c)(6)

Mission

Provide membership education, meetings & annual conference covering informational topics for members to keep current on & that are used to provide financial services to the public. Members earn educational credits as required by the CFP Board, State of Minnesota, State of Wisconsin, NASBA, CIMA & CLE.

Financials

YearRevenueExpensesAssets
2024$387k$0$211k
2023$507k$0$270k

Compensation

2024

DANA BREWER
$0
$0
$0
$0
JEANNA FIFER
$0
$0
$0
$0
COREY ANDERSON
$0
$0
$0
$0
DAVID LEFLAR
$0
$0
$0
$0
VINCE DARLING
$0
$0
$0
$0
DAN MCDONALD
$0
$0
$0
$0
KRISTY GUSICK
$0
$0
$0
$0
ELIZABETH SCOTT
$0
$0
$0
$0
JASON KLEY
$0
$0
$0
$0
MAI YANG
$0
$0
$0
$0
KEITH LOVELAND
$0
$0
$0
$0
BRUCE LORENZ
$0
$0
$0
$0

2023

PETER SNOW
$0
$0
$0
$0
DAVID LEFLAR
$0
$0
$0
$0
MAI YANG
$0
$0
$0
$0
JEANNA FIFER
$0
$0
$0
$0
BONNIE ROMANO
$0
$0
$0
$0
LEE RYAN
$0
$0
$0
$0
KEITH LOVELAND
$0
$0
$0
$0
DAN MCDONALD
$0
$0
$0
$0
ALEX PENGELLY
$0
$0
$0
$0
COREY ANDERSON
$0
$0
$0
$0

Explore related organizations

Similar Organizations

$385k revenue
Very similar revenue ($385k vs $387k)Same state (Minnesota)Similar size (28 vs 28 executives)
HORSEMEN INC

Maple Plain, MN

$415k revenue
Very similar revenue ($415k vs $387k)Same state (Minnesota)
$393k revenue
Very similar revenue ($393k vs $387k)Same state (Minnesota)
TELEO UNIVERSITY

Minneapolis, MN

$364k revenue
Very similar revenue ($364k vs $387k)Same state (Minnesota)
$378k revenue
Very similar revenue ($378k vs $387k)Same state (Minnesota)
$362k revenue
Very similar revenue ($362k vs $387k)Same state (Minnesota)
JUST KIDS DENTAL INC

Two Harbors, MN

$356k revenue
Very similar revenue ($356k vs $387k)Same state (Minnesota)
$395k revenue
Very similar revenue ($395k vs $387k)Same state (Minnesota)
YOUNG DANCE INC

Saint Paul, MN

$381k revenue
Very similar revenue ($381k vs $387k)Same state (Minnesota)
Very similar revenue ($405k vs $387k)Same state (Minnesota)

Learn more

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