CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.


Address: 1425 K Street, Nw, Suite 800, Washington, DC 20005
Phone: 2023792200
Website: www.cfp.net

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. (Entity# 20033006730) is a non-profit charity organization registered with Colorado Secretary of State. The business start date is July 22, 1985.

Charity Overview

Charity Name CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
Federal Employer Identification Number (FEIN) 742385850
Registrant Type Charitable Organization
Filing Type Renewal
Principal Address 1425 K Street, Nw, Suite 800
Washington
DC 20005
Mailing Address 1747 Pennsylvania Ave., Nw, #1000
WASHINGTON
DC 20006
Residential County DC
Phone 2023792200
Fax 2023792299
Website www.cfp.net
Authorized Officer Name Roger C. Myers, Jr.
Authorized Officer Signed Date 2015-11-16
Incorporated true
Incorporation Date 1985-07-22
Incorporation State CO
Accounting ID 20153040617
Amendment Entity ID 20153012066
External Filing From NCCS false
Actual Financials Provided true
Revenue Total 28920471
End Year Assests 40958170
End Year Liabilities 19269596
End Year Assests Minus Liabilities 21688574

Charity officers

Title Name Address Phone Notes
Roger Myers 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200 Not in business
BOARD OF DIRECTORS Alan K Goldfarb 1670 Broadway, Suite 600, Denver, CO 80202 3038307500
BOARD OF DIRECTORS Nancy Johnson-jones 1670 Broadway, Suite 600, Denver, CO 80202 3038307500
BOARD OF DIRECTORS Theodore R Daniels 1670 Broadway, Suite 600, Denver, CO 80202 3038307500
BOARD OF DIRECTORS Virginia M.k. Stanley 1670 Broadway, Suite 600, Denver, CO 80202 3038307500
BOARD OF GOVERNORS Barry P. Barbash 801 Pennsylvania Ave., Suite 900, Washington, DC 20004 2025088060
BOARD OF GOVERNORS Barton C Francis 5619129852
BOARD OF GOVERNORS Dan Candura 1601 Trapelo Road, Waltham, MA 02451 7816260888
BOARD OF GOVERNORS David G Strege 4400 Weston Parkway, Suite 405, West Des Moines, IA 50266 5152256000
BOARD OF GOVERNORS Denise Murray 1401 H Street Nw, Washington, DC 20005 2023715420
BOARD OF GOVERNORS Don M. Blandin 2121 K Street Nw, Suite 600, Washington, DC 20037 2025727420
BOARD OF GOVERNORS Ellyn L. Brown 11055 Greenspring Avenue, Annex A, Baltimore, MD 21093 4108234200
BOARD OF GOVERNORS George Mu Oz 2111 Wilson Blvd, Suite 850, Arlington, VA 22201 7035164110
BOARD OF GOVERNORS Glenn M Pape 233 S Wacjer Drive, Chicago, IL 60606 3128794390
BOARD OF GOVERNORS J Nicholas Georgis 4158192952
BOARD OF GOVERNORS James A Kaitz 1670 Broadway, Suite 600, Denver, CO 80202 3038307500
BOARD OF GOVERNORS Joanne Bickel 2034581087
BOARD OF GOVERNORS Karen P Schaeffer One Church Street, Suite 801, Rockville, MD 20850 3019335550
BOARD OF GOVERNORS Kyra Hollowell Morris 107 Pitt Street, Mt. Pleasant, SC 29464 8438846192
BOARD OF GOVERNORS Marilyn Capelli Dimitroff 1670 Broadway, Suite 600, Denver, CO 80202 3038307500
BOARD OF GOVERNORS Robert J. Glovsky One Financial Center, Boston, MA 02111 6173481802
BOARD OF GOVERNORS Stewart H. Welch, Iii 3940 Montclair Rd., Fifth Floor, Birmingham, AL 35213 2058795001
BOARD OF GOVERNORS Vickie L Hampton Texas Tech University Box 41162, Lubbock, TX 79409 8067423050
BOARD OF GOVERNORS Winston J Churchill 1670 Broadway, Suite 600, Denver, CO 80202 3038307500
BOARD SECRETARY Dixie Harrel 1670 Broadway, Suite 600, Denver, CO 80202 3038390608
BOARD SECRETARY Giulietta Timmerman 1670 Broadway, Suite 600, Denver, CO 80202 3038307500
CEO Kevin Keller 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
CEO BOARD OFFICER Kevin Keller 1670 Broadway, Suite 600, Denver, CO 80202 3038307500
CFO Roger Myers 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200 Not in business
CFO Roger Myers, Jr. 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
CHAIR Blaine Aikin 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
CHAIR Michael Greene 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
CHAIR Mike Greene 2023792200 Not in business
CHAIR Ray Ferrara 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
CHAIR Richard Rojeck 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
CHAIR Richard Salmen 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
CHAIR BOARD OF GOVERNORS Glenn M Pape 560 Mission Street, San Francisco, CA 94105 4158948601
CHAIR BOARD OF GOVERNORS Glenn M Pape 560 Mission Street, San Francisco, CA 94105 4158948601
CHAIR ELECT, BOARD OF GOVERNORS Glenn M Pape 303 Almaden Blvd., 10th Floor, San Jose, CA 95110 4089475606
CHAIR, BOARD OF GOVERNORS David H. Diesslin 303 Main Street, Suite 200, Fort Worth, TX 76102 8173326122
CHAIR, BOARD OF GOVERNORS Fredrick E Adkins Iii 225 East Markham St., Suite 275, Little Rock, AR 72201 5013769051
CHAIR-ELECT Blaine Aikin 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
CHAIR-ELECT Joe Votava, Jr. 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
CHAIR-ELECT Richard Rojeck 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
CHAIR-ELECT Richard Salmen 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
CHAIR-ELECT Susan John 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
CHAIR-ELECT BOARD OF GOVERNORS Barton C Francis 1751 Pinnacle Drive, McLean, VA 22102 7039183238
CHAIR-ELECT, BOARD OF GOVERNORS David H. Diesslin 303 Main Street, Suite 200, Fort Worth, TX 76102 8173326122
COO Elizabeth Stewart 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
CORP. SEC./MANAGING DIR. Michael Shaw 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
CORPORATE OFFICER Debbie Swain 1670 Broadway, Suite 600, Denver, CO 80202 3038390675
CORPORATE OFFICER Frank B Delmonte 1670 Broadway, Suite 600, Denver, CO 80202 3038390689
CORPORATE OFFICER Gary Diffendaffer 1670 Broadway, Suite 600, Denver, CO 80202 3038390607
CORPORATE OFFICER Jennie L Mcquade 1670 Broadway, Suite 600, Denver, CO 80202 3038390634
CORPORATE OFFICER Mauricia Hannaman 1670 Broadway, Suite 600, Denver, CO 80202 3038390622
CORPORATE OFFICER Mauricia D. Hannaman 1670 Broadway, Suite 600, Denver, CO 80202 3038390622
CORPORATE OFFICER - CEO Sarah Ball Teslik 1670 Broadway, Suite 600, Denver, CO 80202 3038390616
CORPORATE SECRETARY GENERAL COUNSEL Virginia Jo Dunlap 1670 Broadway, Suite 600, Denver, CO 80202 3038390644
CUSTODIAN OF FINANCIAL RECORDS Chris Russo 1670 Broadway, Suite 600, Denver, CO 80202 3038390619 Not in business
CUSTODIAN OF FINANCIAL RECORDS Frank B Delmonte 1670 Broadway, Suite 600, Denver, CO 80202 3038390789 Not in business
CUSTODIAN OF FINANCIAL RECORDS Roger Myers 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200 Not in business
DIR. ADVERTISING & BRAND ENGAGE Gail Reisman 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIR. COMMUNICATIONS Daniel Drummond 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIR. INFORMATION TECHNOLOGY David Mazzulla 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIR. OF ADJUDICATION Adam Zajac 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIR. OF COMMUNICATIONS Dan Drummond 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIR. OF INFO. TECH. David Mazzulla 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIR. OF INVESTIGATIONS John Loesch 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIR. OF MARKETING Gail Reisman 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIR., ADJUDICATION Adam Zajac 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Arlene Pietranton 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Arthur Laby 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Blaine Aikin 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Charles Goldman 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Charlie Fitzgerald, Iii 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Dan Drummond 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR David Mazzulla 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Denise Crawford 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Douglas King 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Edward Moore 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Eva Kampits 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Gail Reisman 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Jack Brod 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Jeff Farrar 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR John Connell 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Joseph Maugeri 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR K. Dane Snowden 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Kim Wright-violich 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Kimberly Wright-violich 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Martin Schamis 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Michael Greene 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Neal Solomon 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Peggy Ruhlin 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Phil Cunningham 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Rex Staples 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Richard Salmen 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Robert Hayden 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Steven Barkley 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Susan Baran 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Susan Hirshman 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Susan John 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Thomas Nelson 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Tim Stifel 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR Todd Cranford 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
DIRECTOR EDUCATION AND EXAMINATION Keith Soressi 1670 Broadway, Suite 600, Denver, CO 80202 3038390613
EXEC. DIR., CFP BOARD CENTER Marilyn Mohrman-gillis 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
GENERAL COUNSEL Leo Rydzewski 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
MANAGING DIR. John Loper 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
MANAGING DIR. Joseph Maugeri 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
MANAGING DIR. Marilyn Mohrman-gillis 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
MANAGING DIR. Michele Warholic 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
MANAGING DIR. Thomas Crowder 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
MANAGING DIR. OF PROF. ST. Michael Shaw 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200
PAST CHAIR, BOARD OF GOVERNORS Elaine E Bedel 9190 Priority Way West Drive, Suite 120, Indianapolis, IN 46240 3178431358
PAST CHAIR, BOARD OF GOVERNORS Fredrick E Adkins Iii 225 East Markham St., Suite 275, Little Rock, AR 72201 5013769051
REGISTERED AGENT CORPORATION SERVICE COMPANY 1560 Broadway, Suite 2090, Denver, CO 80202 Not in business
TREASURER CHIEF FINANCIAL OFFICER Chris Russo 1670 Broadway, Suite 600, Denver, CO 80202 3038390619
VP OF PUBLIC POLICY Maureen Thompson 1425 K Street, Nw, Suite 800, Washington, DC 20005 2023792200

Office Location

Street Address 1425 K STREET, NW, SUITE 800
City Washington
State DC
Zip Code 20005

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Charity Officer

Authorized Officer Name Roger C. Myers, Jr.

Competitor

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City Washington
Zip Code 20005

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Dataset Information

Data Provider Colorado Secretary of State
Jurisdiction Colorado State

This dataset includes 114 thousand non-profit charity organizations registered wtih Colorado Secretary of State.

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