AUMdb

Financial Planning Association

EIN 352098083 · 501(c)(6) · Public charity · Indianapolis, IN · recognized 2000

Assets
$70.5K
Revenue
$84.2K
Expenses
$66.3K
Investment income

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
Roxanne Mcgettigan Chapter executive $36,683 $0
Mychal Eagleson Chairman $0 $0
Adam Cmejla President $0 $0
Brad Yu Treasurer $0 $0
Shaun Irwin Secretary $0 $0
Matt Sigler Membership director $0 $0
Ed Wildermuth Nexgen co-director $0 $0
Austin Angel Nexgen co-director $0 $0
Jeff Hess Program co-director $0 $0
David Klaus Program co-director $0 $0
Jesse Vasquez Pro bono co-director $0 $0
Chad Reed Pro bono co-director $0 $0
Benjamen Banks Partnership director $0 $0
Brian Wright Past presidents club $0 $0
Margaret Gooley Director at large $0 $0
Joe Gianoli Director at large $0 $0