National Association Of Personal Financial Advisors Inc
EIN 351629277 · 501(c)(6) · Public charity · Chicago, IL · recognized 1989
- Assets
- $4.7M
- Revenue
- $4.0M
- Expenses
- $3.8M
- Investment income
- $219K
Form 990 fiscal year ended 08/31/2024
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.
| Contractor | Services | Compensation |
|---|---|---|
| Financial Markets Consultants | Business, strategic and public policy su | $194,300 |
| Vox Global | Business, strategic and public policy su | $121,869 |
| Erh Associates | Business, strategic and public policy su | $103,559 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Kathryn Dattomo | Ceo | $188,835 | $6,877 |
| Kristin Keith | Director of education | $113,776 | $13,268 |
| Emily Harris | Director of marketing | $108,839 | $1,539 |
| Lesley Stokes | Interim ceo - past | $25,824 | $901 |
| Ann Garcia | Director | $0 | $0 |
| Michael Gibney | Director | $0 | $0 |
| James Williams | Director | $0 | $0 |
| Natalie Pine | Director | $0 | $0 |
| Feraud Calixte | Director | $0 | $0 |
| Cheryl Holland | Director | $0 | $0 |
| Ben Jacobs | Director | $0 | $0 |
| Laura Lion | Director | $0 | $0 |
| Deva Panambur | Secretary-treasurer | $0 | $0 |
| Daphne Jordan | Chair | $0 | $0 |
| Jeff Jones | Chair - past | $0 | $0 |
| Wendy Hartman | Chair-elect - past | $0 | $0 |
| Joni Alt | Chair-elect | $0 | $0 |
| Kristy Archuleta | Director | $0 | $0 |