AUMdb

Securities & Insurance Licensing Association Inc

EIN 262312607 · 501(c)(6) · Public charity · Brownsburg, IN · recognized 2008

Assets
$2.0M
Revenue
$1.3M
Expenses
$1.2M
Investment income
$51.4K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Diana Capes Executive director - exited 12/31/24 $119,357 $0
Sherri Coleman Executive director - started 7/15/24 $46,442 $0
Lesli Leakey Governance chair $0 $0
Amy Ward Membership services $0 $0
April Gaskin Securities $0 $0
Brandi Brown Education chair $0 $0
Rachel Chester Regulatory advisor $0 $0
Tim Owen President elect $0 $0
Diana Ivey Immediate past president $0 $0
Nikki Brown Secretary $0 $0
Richard Tozer Regulatory advisor $0 $0
Tracy Sloan Nominations $0 $0
Deborah Fabritz Regulatory securities advisor $0 $0
Allister Yu Communications chair $0 $0
Fred Karlinsky Legal advisor $0 $0
Jason Mccartney Sponsorship $0 $0
Paula Sisneros Vendor relations chair $0 $0
Paul Willis President elect $0 $0
Bill Swanstrom Finra advisor $0 $0
Heather Coulter Treasurer $0 $0