Public nonprofit record
FINANCIAL ADVISOR TRAINING INSTITUTE
EIN 84-2218596 · Special Education (B28)
What they do
FORM 990, PART I, LINE 1, DESCRIPTION of ORGANIZATION MISSION: QUALIFIED FINANCIAL ADVISORS 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. THE INSTITUTE WILL TRAIN 250,000 NEW FINANCIAL ADVISORS OVER THE NEXT 15 YEARS. OUR INTENT is NOT to SAVE A FOR-PROFIT INDUSTRY BUT RATHER to KEEP A PROFESSION CRITICAL to THE FINANCIAL WELL-BEING of THE U.S. ECONOMY and THE AMERICAN PUBLIC AT LARGE THRIVING BECAUSE FUTURE GENERATIONS DESERVE SOUND FINANCIAL ADVICE.
Money
Tax year 2025Financial picture
Revenue$926,169
Expenses$732,342
Assets$243,780
Income$926,169
Management$175,113
Accounting fees$10,515
About this charity
- Recognized since
- January 2020
- Location
- 3707 W MAPLE RD 101, BLOOMFIELD HILLS, MI 48301
- County
- Oakland
- In care of
- TERRY LINDNER
- Primary officer
- TERRY LINDNER, CEO
How to reach them
Filing and classification
- Latest tax year
- 2025
- Tax period began
- January 1, 2025
- Return type
- 990
- Tax preparer
- TINA GANEVA CPA
- NTEE classification
- Special Education (B28)
- IRS tax category
- Special Education
More public IRS record details
These are classification codes from the organization’s public nonprofit record.
- Subsection
- 03
- Affiliation
- 3
- Classification
- 2000
- Deductibility
- 1
- Foundation
- 16
- Organization
- 1
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