Financial Planning Standards Board Ltd
EIN 611448490 · 501(c)(6) · Public charity · Denver, CO · recognized 2004
- Assets
- $4.6M
- Revenue
- $5.3M
- Expenses
- $5.1M
- Investment income
- $104K
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.
| Contractor | Services | Compensation |
|---|---|---|
| Eligon | Legal services | $303,867 |
| Areca Advisors Llc | Consulting services | $105,000 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Dante Degori | Chief executive officer | $350,424 | $37,187 |
| Eric Cauble | Chief operating officer | $291,989 | $68,104 |
| Christie Searls | Chief legal officer | $283,925 | $66,604 |
| Paul Grimes | Chief professionalism offi | $282,233 | $27,500 |
| Dalia El Prince | Director of business development-tech | $180,576 | $11,975 |
| Noel Maye | Chief executive officer | $178,379 | $0 |
| Amy Wisniewski | Director of business development-ops | $171,849 | $30,832 |
| Sara White | Director of network engagement | $166,540 | $10,210 |
| Tanya Dahlen | Director of legal services | $163,877 | $16,640 |
| Elle Manton | Director of marketing & communications | $163,162 | $18,805 |
| Jeff Farrar | Member (thru 03/24) | $0 | $0 |
| Kaja Kroll | Member | $0 | $0 |
| Sankie Morata | Member (thru 03/24) | $0 | $0 |
| Yu Gao | Member | $0 | $0 |
| Chun Hei Chan | Member | $0 | $0 |
| Darren Mcshane | Member | $0 | $0 |
| Colin Slabach | Member | $0 | $0 |
| Caroline Dabu | Member | $0 | $0 |
| Andrea Middel | Chair person elect | $0 | $0 |
| Ana Claudia Utumi | Chairperson | $0 | $0 |