2026-02-20T10:08:27-08:00 2025-12-31 920419224 Tina Ganeva CPA 6931 Fox Chase Rd New Market MD 217746921 990 2025-01-01 842218596 FINANCIAL ADVISOR TRAINING INSTITUTE FINA 3133002277 3707 W MAPLE RD 101 BLOOMFIELD HILLS MI 48301 TERRY LINDNER CEO 2026-02-20 true Radostina Ganeva P03187170 3012568955 X 2025 2025-03-06 01:10:19Z TERRY LINDNER 3707 W MAPLE RD 101 BLOOMFIELD HILLS MI 48301 926169 false X FINANCIALADVISORSTRAININGINSTIUTE.ORG X 2019 MI FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: QUALIFIED FINANCIAL ADVISORS IN THE UNITED STATES BY CREATING A CONSISTENT LEARNING ENVIRONMENT THAT TEACHES PROFESSIONALISM, HIGH ETHICAL STANDARDS, SOPHISTICATED INVESTMENT AND INSURANCE KNOWLEDGE, AND PROPER SALES AND CLIENT INTERACTION SKILLS. THE INSTITUTE WILL TRAIN 250,000 NEW FINANCIAL ADVISORS OVER THE NEXT 15 YEARS. OUR INTENT IS NOT TO SAVE A FOR-PROFIT INDUSTRY BUT RATHER TO KEEP A PROFESSION CRITICAL TO THE FINANCIAL WELL-BEING OF THE U.S. ECONOMY AND THE AMERICAN PUBLIC AT LARGE THRIVING BECAUSE FUTURE GENERATIONS DESERVE SOUND FINANCIAL ADVICE. 6 4 2 4 0 0 780543 926169 0 0 780543 926169 0 0 106317 137031 0 0 858290 595311 964607 732342 -184064 193827 39357 243780 142927 153523 -103570 90257 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 false false 557229 926169 FINANCIAL ADVISOR TRAINING PROGRAM 557229 true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false true 7 0 true 2 true false false false false false false false 0 false false false false false false false X 6 4 false false false false false false false true false false false false true true true false false false false false X TERRY LINDNER 3133002277 3707 W MAPLE ROAD BLOOMFIELD HILLS MI 48301 TERRY LINDNER President & CEO 50.00 0.00 X X 78155 0 0 JOHN OESTREICH Secretary 0.25 0.00 X X 0 0 0 ROBIN WHEELER Treasurer 0.25 0.00 X X 0 0 0 DAVID HENSLEY Trustee 0.25 0.00 X 0 0 0 JOSHUA ROSS Trustee 0.25 0.00 X 0 0 0 JOSEPH GODFREY Trustee 0.25 0.00 X 0 0 0 78155 0 false false false 0 0 TUITION INCOME 611430 926169 926169 926169 0 0 0 0 0 0 0 0 0 926169 926169 X 0 0 0 0 78155 78155 48000 48000 0 0 843 843 10033 10033 0 2494 2494 10515 10515 0 0 0 132471 132471 331540 331540 17809 17809 44264 42107 2157 0 13800 13800 2801 2801 0 0 0 0 0 0 STUDENT LICENSING MATERIAL 23792 23792 STATE LICENSING FEE 14310 14310 LICENSES AND PERMITS 1085 1085 MISCELLANEOUS 430 430 0 732342 557229 175113 0 39357 242928 0 0 0 0 0 0 0 852 0 0 0 0 0 0 39357 243780 6220 16816 136707 136707 142927 153523 X -103570 90257 -103570 90257 39357 243780 193827 X false false false X 333 333 12000 451715 1008722 780543 926169 3179149 0 0 0 12000 452048 1008722 780543 926169 3179482 0 0 3179482 0 0 0 0 12000 452048 1008722 780543 926169 3179482 X 0.00000 0.00000 TERRY LINDNER CEO/PRES START-UP X 75167 75167 false true true JOHN OESTREIC SECRETARY SUPPORT X 61540 61540 false true true 136707 Form 990, Part VI, Section A, Line 8b THE ORGANIZATION HAS NO COMMITTEES. Form 990, Part VI, Section B, Line 11b A COPY OF THE FORM 990 IS REVIEWED BY THE CEO BEFORE FILING. Form 990, Part VI, Section B, Line 12c THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY. Form 990, Part VI, Section C, Line 19 AVAILABLE ON CANDID.