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EIN 84-2218596

Financial Advisor Training Institute

IRS 501(c) type
501(c)(3)
Num. employees
1
City
Bloomfield Hills
State
Michigan
Year formed
2019
Most recent tax filings
2022-12-01
NTEE code, primary
B60: Adult, Continuing Education
Description
Financial Advisor Training Institute aims to replenish a depleting talent pool of qualified financial advisors in the retail investment services community in the United States by creating a consistent learning environment that teaches professionalism, high ethical standards, and sophisticated investment skills. Its programs include the Financial Advisor Training program.
Total revenues
$452,048
2022
Total expenses
$357,984
2022
Total assets
$132,952
2022
Num. employees
1
2022

Program areas at Financial Advisor Training Institute

Financial Advisor Training program

Personnel at Financial Advisor Training Institute

NameTitleCompensation
Terry LinderChief Executive Officer
Terry LindnerChief Executive Officer and President of Board$35,001
Brad FrolingPresident$0
Theodore BrownTreasurer$0
David BelloSecretary$0

Financials for Financial Advisor Training Institute

RevenuesFYE 12/2022
Total grants, contributions, etc.$333
Program services$451,715
Investment income and dividends$0
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$452,048

Form 990s for Financial Advisor Training Institute

Fiscal year endingDate received by IRSFormPDF link
2022-122023-09-27990View PDF
Data update history
November 28, 2023
Posted financials
Added Form 990 for fiscal year 2022
November 28, 2023
Updated personnel
Identified 5 new personnel
November 26, 2023
Used new vendors
Identified 2 new vendors, including , and
May 3, 2022
Updated personnel
Identified 1 new personnel
May 1, 2022
Posted financials
Added Form 990N for fiscal year 2021
Nonprofit Types
Employment organizationsSchoolsAdult education providersCharities
Issues
Education
Characteristics
Tax deductible donations
General information
Address
3707 W Maple Rd Ste 101
Bloomfield Hills, MI 48301
Metro area
Detroit-Warren-Dearborn, MI
Phone
(313) 300-2277
IRS details
EIN
84-2218596
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2019
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B60: Adult, Continuing Education
NAICS code, primary
61151: Technical and Trade Schools
Parent/child status
Independent
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