Non-profit org. establishing standards for financial planning in the public interest
| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2026 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | $60,000 | |
| 2025 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
— | $60,000 | |
| 2025 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
— | $70,000 | |
| 2025 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | $100,000 | |
| 2025 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. |
1st Quarter (Jan 1 - Mar 31) AMENDED |
— | $50,000 | |
| 2025 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | $30,000 | |
| 2025 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. |
1st Quarter (Jan 1 - Mar 31) AMENDED |
— | — | |
| 2025 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. |
1st Quarter (Jan 1 - Mar 31) AMENDED |
— | — | |
| 2012 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Termination |
— | $20,000 | |
| 2012 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
— | $20,000 |
| Client | Filings | Total Income |
|---|---|---|
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | 24 | — |
| Name | Disclosed Prior Position |
|---|---|
| J BARRON KNIGHT | |
| ERIN KOEPPEL | |
| MARILYN MOHRMAN-GILLIS | Managing Director, Public Policy |
| GUNEEV SHARMA | Legislative Correspondent: Sen. Heidi Heitkamp (D-ND) |