FINANCIAL ADVISOR TRAINING INSTITUTE
Cite this
Plain text FINANCIAL ADVISOR TRAINING INSTITUTE. Strategy Studio, nonprofit organization profile, tax years 2022–2025. https://strategystudio.org/org/842218596. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). FINANCIAL ADVISOR TRAINING INSTITUTE [Nonprofit organization profile; tax years 2022–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/842218596
MLA “FINANCIAL ADVISOR TRAINING INSTITUTE.” Strategy Studio, tax years 2022–2025, https://strategystudio.org/org/842218596. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2022–2025. Data: Strategy Studio, CC BY 4.0.
2025 · Form 990 · revenue $926K · expenses $732K · assets $244K
- EIN
- 84-2218596
- Address
- 3707 W MAPLE RD STE 101, BLOOMFLD HLS, MI 48301-3201
- Website
- FINANCIALADVISORSTRAININGINSTIUTE.ORG
- NTEE code
- B28
- Subsection
- 501(c)(3)
- Ruling year
- 2020
- Cross-check
- ProPublica Nonprofit Explorer
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
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Terry Lindner | President & CEO | 2022-2025 | $78,155 | $215,156 | 1 |
Officers and directors, no compensation reported
9 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| John Oestreich | Secretary | 2024-2025 | 0 | $0 reported | 1 |
| Robin Wheeler | Treasurer | 2024-2025 | 0 | $0 reported | 1 |
| David Hensley | Trustee | 2024-2025 | 0 | $0 reported | 1 |
| Joshua Ross | Trustee | 2024-2025 | 0 | $0 reported | 1 |
| Joseph Godfrey | Trustee | 2025 | 0 | $0 reported | 1 |
| Brad Froling (former) | PRESIDENT | 2022-2023 | 0 | $0 reported | 1 |
| David Bello (former) | SECRETARY | 2022-2023 | 0 | $0 reported | 1 |
| Theodore Brown (former) | TREASURER | 2022-2023 | 0 | $0 reported | 1 |
| Lori Ajlouni (former) | DIRECTOR | 2022-2023 | 0 | $0 reported | 1 |
People by year
2025 · 6 people listed · 1 paid, $78K · 2 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TERRY LINDNER | President & CEO | 50 | $78,155 | $0 | $0 | $78,155 | 1 |
| JOHN OESTREICH | Secretary | 0 | $0 | $0 | $0 | $0 | 1 |
| ROBIN WHEELER | Treasurer | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID HENSLEY | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| JOSHUA ROSS | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH GODFREY | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
2024 · 5 people listed · 1 paid, $51K · 2 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TERRY LINDNER | CEO/PRESDIENT OF BOARD | 50 | $51,000 | $0 | $0 | $51,000 | 1 |
| JOHN OESTREICH | SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
| ROBIN WHEELER | TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID HENSLEY | BOARD MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| JOSHUA ROSS | BOARD MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
2023 · 5 people listed · 1 paid, $51K · 2 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TERRY LINDNER | CEO/PRESDIENT OF BOARD | 50 | $51,000 | $0 | $0 | $51,000 | 1 |
| BRAD FROLING | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID BELLO | SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
| THEODORE BROWN | TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| LORI AJLOUNI | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2022 · 5 people listed · 1 paid, $35K · 1 employee · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TERRY LINDNER | CEO/PRESDIENT OF BOARD | 50 | $35,001 | $0 | $0 | $35,001 | 1 |
| BRAD FROLING | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID BELLO | SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
| THEODORE BROWN | TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| LORI AJLOUNI | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2022 · 1 contractor · $182K
| Name | Location | Service | Paid |
|---|---|---|---|
| RUFFALO NOEL LEVITS | CEDAR RAPIDS, IA | ENROLLMENT CALL CENTER | $182,476 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990 | ||||||||
| $926,169 | $732,342 | $243,780 | $90,257 | $0 | $926,169 | $78,155 | 2 | 4 |
| 2024 · Form 990 | ||||||||
| $780,543 | $964,607 | $39,357 | -$103,570 | $0 | $780,543 | $51,000 | 2 | 4 |
| 2023 · Form 990 | ||||||||
| $1,008,722 | $909,965 | $210,813 | $80,494 | $0 | $1,008,722 | $51,000 | 2 | 4 |
| 2022 · Form 990 | ||||||||
| $452,048 | $357,984 | $132,952 | -$18,263 | $333 | $451,715 | $35,001 | 1 | 4 |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| AFTER 26 PROJECT INC | MI | B28 | $512,993 | $510,255 | PRESIDENT | $0 | Same NTEE code B28, revenue within 2x, same state |
| MSHO FOUNDATION | MI | B28 | $600,550 | $449,088 | PRESIDENT | $0 | Same NTEE code B28, revenue within 2x, same state |
| CONDUCTIVE LEARNING CENTER OF NORTH AMERICA | MI | B28 | $570,267 | $1,129,097 | Program Director | $121,923 | Same NTEE code B28, revenue within 2x, same state |
| ARMENIAN COMMUNITY CENTER OF GREATER DETROIT | MI | B28 | $1,339,549 | $431,311 | TREASURER | $0 | Same NTEE code B28, revenue within 2x, same state |
| MATHPATH | MI | B28 | $891,694 | $788,135 | Executive Dir. | $15,667 | Same NTEE code B28, revenue within 2x, same state |
| THE MANOR | MI | B28 | $608,600 | $645,942 | PRESIDENT & CEO | $44,673 | Same NTEE code B28, revenue within 2x, same state |
| DEUTSCHE SPRACHSCHULE BLOOMFIELD INC | MI | B28 | $522,838 | $552,961 | PRINCIPAL | $61,396 | Same NTEE code B28, revenue within 2x, same state |
| SOCIETY FOR PROTESTANT REFORMED SPECIAL EDUCATION | MI | B28 | $646,737 | $667,872 | PRESIDENT | $0 | Same NTEE code B28, revenue within 2x, same state |
| DOMAN INTERNATIONAL INSTITUTE | PA | B28 | $1,500,410 | $1,507,666 | FOUNDER | $74,000 | Same NTEE code B28, revenue within 2x |
| HOAKEOLAPONO TRADES ACADEMY AND INSTITUTE | HI | B28 | $561,850 | $550,635 | Executive Dir. | $43,000 | Same NTEE code B28, revenue within 2x |
| SUPPORT AND TRAINING FOR EXCEPTIONAL PARENTS INC | TN | B28 | $575,992 | $569,833 | Ex-Officio | $0 | Same NTEE code B28, revenue within 2x |
| WOMBLE INSTITUTE FOR NEURODIVERSITY | NC | B28 | $778,482 | $480,105 | PRES & DIR O | $46,343 | Same NTEE code B28, revenue within 2x |
| PARENT EDUCATIONAL ADVOCACY TRAINING CENTER INC | VA | B28 | $1,766,851 | $2,663,103 | EXECUTIVE DIRECTOR | $165,476 | Same NTEE code B28, revenue within 2x |
| LAKELAND INSTITUTE FOR LEARNING ORG | FL | B28 | $1,198,898 | $1,078,172 | PRINCIPAL | $106,640 | Same NTEE code B28, revenue within 2x |
| WEST CENTRAL LEARNING ACADEMY II INC | OH | B28 | $977,230 | $939,181 | SUPERINTENDENT | $96,470 | Same NTEE code B28, revenue within 2x |
| SEATTLE INSTITUTE OF EAST ASIAN MEDICINE | WA | B28 | $1,309,365 | $1,490,745 | EXECUTIVE DIRECTOR/PRESIDENT | $89,641 | Same NTEE code B28, revenue within 2x |
| DESIGNS FOR LEARNING DIFFERENCES INCORPORATED | NM | B28 | $516,755 | $568,475 | DIRECTOR | $70,248 | Same NTEE code B28, revenue within 2x |
| ELIZABETH IVES SCHOOL FOR SPECIAL CHILDREN INC | CT | B28 | $865,534 | $1,020,904 | EXECUTIVE DIRECTOR | $144,798 | Same NTEE code B28, revenue within 2x |
| KCBS ADVANCE ACADEMY INC | FL | B28 | $520,925 | $504,129 | Administrator | $46,964 | Same NTEE code B28, revenue within 2x |
| LEARNING RESOURCE CTR OF POLK CO | FL | B28 | $1,056,373 | $1,189,975 | EXECUTIVE DI | $86,921 | Same NTEE code B28, revenue within 2x |
| INTEGRATIVE LEARNING ACADEMY | AZ | B28 | $526,283 | $468,453 | President & CEO | $55,567 | Same NTEE code B28, revenue within 2x |
| BLOOMINGTON DEVELOPMENTAL LEARNING CENTER INCORPORATED | IN | B28 | $1,505,921 | $1,479,824 | EXECUTIVE DI | $59,172 | Same NTEE code B28, revenue within 2x |
| AUTISM SOLUTIONS ACADEMY INC | UT | B28 | $1,090,718 | $910,967 | EXECUTIVE DI | $0 | Same NTEE code B28, revenue within 2x |
| STARS AUTISM SCHOOLS FOUNDATION INC | FL | B28 | $1,169,403 | $1,301,745 | HEAD OF SCHO | $46,496 | Same NTEE code B28, revenue within 2x |
| MORNING DOVE THERAPEUTIC RIDING INC | IN | B28 | $689,692 | $277,337 | Frmr Exe. Dire | $58,462 | Same NTEE code B28, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990 · $732,342 spent · pay $137,031 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Advertising and promotion | $331,540 | $331,540 | - | - | 45.3% | |
| Fees: other services | $132,471 | $132,471 | - | - | 18.1% | |
| Pay: officers, directors, trustees, key employees | $78,155 | - | $78,155 | - | 10.7% | |
| Pay: disqualified persons | $48,000 | - | $48,000 | - | 6.6% | |
| Information technology | $44,264 | $42,107 | $2,157 | - | 6.0% | |
| Other (as described) | STUDENT LICENSING MATERIAL | $23,792 | $23,792 | - | - | 3.2% |
| Office expenses | $17,809 | - | $17,809 | - | 2.4% | |
| Other (as described) | STATE LICENSING FEE | $14,310 | $14,310 | - | - | 2.0% |
| Occupancy | $13,800 | - | $13,800 | - | 1.9% | |
| Fees: accounting | $10,515 | $10,515 | - | - | 1.4% | |
| Payroll taxes | $10,033 | - | $10,033 | - | 1.4% | |
| Travel | $2,801 | - | $2,801 | - | 0.4% | |
| Fees: legal | $2,494 | $2,494 | - | - | 0.3% | |
| Other (as described) | LICENSES AND PERMITS | $1,085 | - | $1,085 | - | 0.1% |
| Other employee benefits | $843 | - | $843 | - | 0.1% | |
| Other (as described) | MISCELLANEOUS | $430 | - | $430 | - | 0.1% |
| Total | $732,342 | 100% |
2024 · Form 990 · $964,607 spent · pay $106,317 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Advertising and promotion | $463,144 | $463,144 | - | - | 48.0% | |
| Fees: other services | $161,813 | $161,813 | - | - | 16.8% | |
| Other (as described) | STUDENT LICENSING MATER | $92,996 | $92,996 | - | - | 9.6% |
| Information technology | $78,258 | $76,289 | $1,969 | - | 8.1% | |
| Pay: officers, directors, trustees, key employees | $51,000 | - | $51,000 | - | 5.3% | |
| Pay: disqualified persons | $48,000 | - | $48,000 | - | 5.0% | |
| Other (as described) | STATE LICENSING FEE | $23,019 | $23,019 | - | - | 2.4% |
| Occupancy | $13,400 | - | $13,400 | - | 1.4% | |
| Office expenses | $11,759 | - | $11,759 | - | 1.2% | |
| Payroll taxes | $7,317 | - | $7,317 | - | 0.8% | |
| Fees: legal | $6,593 | $6,593 | - | - | 0.7% | |
| Fees: investment management | $3,600 | $3,600 | - | - | 0.4% | |
| Fees: accounting | $2,791 | $2,791 | - | - | 0.3% | |
| Travel | $748 | - | $748 | - | 0.1% | |
| Other (as described) | MISCELLANEOUS | $124 | - | $124 | - | 0.0% |
| Other (as described) | LICENSES AND PERMITS | $45 | - | $45 | - | 0.0% |
| Total | $964,607 | 100% |
2023 · Form 990 · $909,965 spent · pay $83,250 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Advertising and promotion | $411,871 | - | $411,871 | - | 45.3% | |
| Fees: other services | $231,671 | $191,154 | $40,517 | - | 25.5% | |
| Information technology | $82,613 | $82,613 | - | - | 9.1% | |
| Pay: officers, directors, trustees, key employees | $51,000 | $45,900 | $5,100 | - | 5.6% | |
| Other (as described) | TRAINING MATERIALS | $35,943 | $35,943 | - | - | 3.9% |
| Other (as described) | STUDENT LICENSING MATER | $21,863 | $21,863 | - | - | 2.4% |
| Payroll taxes | $20,250 | $18,225 | $2,025 | - | 2.2% | |
| Fees: accounting | $20,065 | - | $20,065 | - | 2.2% | |
| Occupancy | $12,600 | - | $12,600 | - | 1.4% | |
| Pay: disqualified persons | $12,000 | $10,800 | $1,200 | - | 1.3% | |
| Other (as described) | STATE LICENSING FEE | $4,229 | $4,229 | - | - | 0.5% |
| Other (as described) | TRUSTED EMPLOYEE | $3,880 | - | $3,880 | - | 0.4% |
| Office expenses | $1,980 | - | $1,980 | - | 0.2% | |
| Total | $909,965 | 100% |
2022 · Form 990 · $357,984 spent · pay $36,191 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $182,476 | $182,476 | - | - | 51.0% | |
| Advertising and promotion | $87,599 | - | $87,599 | - | 24.5% | |
| Pay: officers, directors, trustees, key employees | $35,001 | $31,501 | $3,500 | - | 9.8% | |
| Other (as described) | TRAINING MATERIALS | $24,554 | $24,554 | - | - | 6.9% |
| Occupancy | $9,994 | - | $9,994 | - | 2.8% | |
| Office expenses | $4,974 | - | $4,974 | - | 1.4% | |
| Other (as described) | REDTAIL | $4,448 | $4,448 | - | - | 1.2% |
| Other (as described) | STATE LICENSING FEE | $3,946 | $3,946 | - | - | 1.1% |
| Other (as described) | TRUSTED EMPLOYEE | $2,293 | - | $2,293 | - | 0.6% |
| Fees: accounting | $1,509 | - | $1,509 | - | 0.4% | |
| Payroll taxes | $1,190 | $1,071 | $119 | - | 0.3% | |
| Total | $357,984 | 100% |