Financial Advisor Training Institute
Donations deductibleFinancial Advisor Training Institute's network
6 peoplei6 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (6). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
6 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 6 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| David Hensley | Trustee | 2024 | 2 yrs |
| John Oestreich | Company secretary | 2024 | 2 yrs |
| Joseph Godfrey | Trustee | 2025 | 1 yr |
| Joshua Ross | Trustee | 2024 | 2 yrs |
| Robin Wheeler | Treasurer | 2024 | 2 yrs |
| Terry Lindner | President & CEO | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Terry Lindner | President & CEO | 50 | $78k | ||
| John Oestreich | Secretary | 0.25 | $0 | ||
| Robin Wheeler | Treasurer | 0.25 | $0 | ||
| David Hensley | Trustee | 0.25 | $0 | ||
| Joshua Ross | Trustee | 0.25 | $0 | ||
| Joseph Godfrey | Trustee | 0.25 | $0 |
About
- Legal name
- Financial Advisor Training Institute
- EIN
- 842218596
- Address
- 3707 W Maple Rd Ste 101, Bloomfld HLS, MI, 48301-3201
- State
- Michigan
- Mission
- The financial advisor training institute's fati mission is to restock a depleting talent pool of qualified financial advisors in the retail investment services communinty in the united states by creating a consistent learning environment that teaches professionalism, high ethical standards, sophisticated investment and (as filed on the Form 990)
- Activity (NTEE)
- B28 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 4 (IRS master file code)
- Formed
- 2019
- Principal officer
- Terry Lindner (as named on the Form 990)
- IRS ruling date
- 1 January 2020
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 4, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥4years on the filingsTerry Lindner
≥2years on the filingsDavid Hensley
≥2years on the filingsJohn Oestreich
≥2years on the filingsJoshua Ross
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $244k
- Total liabilities
- $154k
- Net assets or fund balances
- $90k
- Contributions and grants received
- $0
- Program service revenue
- $926k
- Employees
- 2
- Volunteers
- 4
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $781k | $965k | Deficit $184k |
As filed on the IRS Form 990. US dollars.