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FINANCIAL SERVICES INSTITUTE INC

EIN: 20-0587793Washington, DCZIP: 20004
S41 - Community Improvement & Capacity Building501(c)(6)

Mission

FINANCIAL SERVICES INSTITUTE'S MISSION IS 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.

Financials

YearRevenueExpensesAssets
2024$12.1M$0$15.1M
2023$11M$0$15.7M

Compensation

2024

DALE BROWN
$1,110,166
$320,000
$0
$1,691,210
DAVID BELLAIRE
$428,209
$262,283
$0
$843,101
BRETT MCALLISTER
$410,656
$190,228
$0
$712,189
ROBIN TRAXLER
$363,100
$114,480
$0
$579,681
MICHELLE ALLGAUER
$325,257
$154,763
$0
$568,745
RENEE BARNETT
$253,693
$90,125
$0
$428,670
KATHRYN ANDERSON
$200,597
$117,504
$0
$402,133
CHRISTOPHER PAULITZ
$291,019
$30,366
$0
$356,069
JAMIE PRICE
$0
$0
$0
$0
TIM STINSON
$0
$0
$0
$0
DOUG KETTERER
$0
$0
$0
$0
ED FORST
$0
$0
$0
$0
JODI PERRY
$0
$0
$0
$0
VON COOK
$0
$0
$0
$0
ALEX DAVID
$0
$0
$0
$0
MARY BETH HOFMEISTER
$0
$0
$0
$0
ADAM MALAMED
$0
$0
$0
$0
LIBET ANDERSON
$0
$0
$0
$0
DENISE BARROWS
$0
$0
$0
$0
TOM MCCARTNEY
$0
$0
$0
$0
EMILY SCHLOSSER
$0
$0
$0
$0
MARY STEELE
$0
$0
$0
$0
MARC SQUIRES
$0
$0
$0
$0
BEN WUERFFEL
$0
$0
$0
$0
AMY WEBBER
$0
$0
$0
$0
DAVID KNOCH
$0
$0
$0
$0
STEPHEN LANGLOIS
$0
$0
$0
$0
ROBERT MILMORE
$0
$0
$0
$0
GWEN WEITHAUS
$0
$0
$0
$0
JOHN ROONEY
$0
$0
$0
$0

2023

DALE BROWN
$858,815
$0
$0
$997,194
BRETT MCALLISTER
$618,651
$86,559
$0
$775,554
DAVID BELLAIRE
$602,429
$0
$0
$694,553
ROBIN TRAXLER
$516,316
$77,400
$0
$649,934
MICHELLE ALLGAUER
$379,741
$70,421
$0
$509,495
CHRISTOPHER PAULITZ
$293,781
$30,366
$0
$387,133
RENEE BARNETT
$307,619
$0
$0
$349,377
KEVIN WHITEHEAD
$286,893
$0
$0
$337,765
KATHRYN ANDERSON
$236,425
$0
$0
$282,302
DAN BARRY
$169,490
$0
$0
$200,151
HANNA LAVER
$168,722
$0
$0
$178,140
NICOLE BROWN
$164,142
$0
$0
$172,243
JEREMY SAMUEL BRONHEIM
$151,463
$0
$0
$159,792
MATTHEW LANDERS
$143,687
$0
$0
$158,167
ALLISON MUSCHLER
$129,582
$0
$0
$153,910
CHRISTINE BERMINGHAM
$0
$0
$0
$127,976
TOM SANTUCCI
$0
$0
$0
$0
MARC SQUIRES
$0
$0
$0
$0
TIM STINSON
$0
$0
$0
$0
BOB OROS
$0
$0
$0
$0
JAMIE PRICE
$0
$0
$0
$0
AMY WEBBER
$0
$0
$0
$0
STEVE HORN
$0
$0
$0
$0
SEEPHEN LANGLOIS
$0
$0
$0
$0
DAVID KNOCH
$0
$0
$0
$0
ALEX DAVID
$0
$0
$0
$0
MARY BETH HOFMEISTER
$0
$0
$0
$0
DENISE BARROWS
$0
$0
$0
$0
VON COOK
$0
$0
$0
$0
CHRISTINE BYRNE
$0
$0
$0
$0
EMILY SCHLOSSER
$0
$0
$0
$0
ROBERT MILMORE
$0
$0
$0
$0
GWEN WEITHAUS
$0
$0
$0
$0
SCOTT SPIKER
$0
$0
$0
$0
DOUG KETTERER
$0
$0
$0
$0
LIBET ANDERSON
$0
$0
$0
$0
EVAMARIE SCHOENBORN
$0
$0
$0
$0
JOHN ROONEY
$0
$0
$0
$0

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