Financial Planning Association

Fiscal year ending 2024. Filed on November 11, 2025.

3914 SW Sawgrass Parkway
Ankeny, Iowa 50023

Financial Planning Association (EIN: 42-1195586) has filed an IRS Form 990 since fiscal year 2019. In its fiscal year 2024 IRS Form 990 filing, Financial Planning Association, a 501(c)(6) business league, reported compensation for 4 employees. Among the employees shown here, the average compensation is $25,200. The highest compensated employee at Financial Planning Association is Erin Ramsey with fiscal year 2024 compensation of $25,200.

Revenue, expenses, and employee compensation

Revenue

$47,995

Expenses

$38,666

Employee compensation

$25,200
Revenue, expenses, and employee compensation over time

Mission Statement

FPA OF IOWA IS A LOCAL COMMUNITY THAT WORKS TOGETHER TO ELEVATE INDIVIDUAL FINANCIAL PLANNERS, REGARDLESS OF COMPENSATION MEODEL OR PRACTICE TYPE, AND THE FINANCIAL PLANNING PROFESSION AS A WHOLE. FPA OF IOWA BELIEVES TRUE FINANCIAL PLANNERS PROVIDE AN INVALUABLE, CRITICAL SERVICE TO SOCIETY, AND THAT CFP PROFESSIONALS LEAD THE WAY IN THE COMMITMENT TO RAISE THE BAR FOR THE CLIENTS THEY SERVE, FROM TRANSACTION TO TRANSFORMATION.

Revisions to this organization profile

November 11, 2025:
2024 Financial Planning Association 990 filed
November 12, 2024:
2023 Financial Planning Association 990 filed
May 12, 2023:
2022 Financial Planning Association 990 filed

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