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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Community Improvement & Capacity Building Financial Services Institute Inc.

Financial Services Institute Inc.

Fiscal year ending 2024. Filed on August 15, 2025.

1201 Pennsylvania Ave NW 700
Washington, District of Columbia 20004

Financial Services Institute Inc. (EIN: 20-0587793) has filed an IRS Form 990 since fiscal year 2017. In its fiscal year 2024 IRS Form 990 filing, Financial Services Institute Inc., a 501(c)(6) business league, reported compensation for 8 out of 21 total employees. Among the employees shown here, the average compensation is $697,725. The highest compensated employee at Financial Services Institute Inc. is Dale Brown with fiscal year 2024 compensation of $1,691,210.

Revenue, expenses, and employee compensation

Revenue

$12,075,796

Expenses

$12,035,984

Employee compensation

$7,322,184
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Dale Brown
President and Chief Executive Officer
$1,691,210
$1,430,166 No related comp$261,044
David Bellaire
Executive Vice President and General Counsel
$843,101
$690,492 No related comp$152,609
Brett McAllister
Senior Vice President, Finance, OPS and BUS Strat
$712,189
$600,884 No related comp$111,305
Robin Traxler
Senior Vice President, Policy and DEP GEN CO
$579,681
$477,580 No related comp$102,101
Michelle Allgauer
Senior Vice President, Education and ENG
$568,745
$480,020 No related comp$88,725
Renee Barnett
Vice President, FED REG Affairs
$428,670
$343,818 No related comp$84,852
Kathryn Anderson
Senior Vice President, Growth and Strat PART
$402,133
$318,101 No related comp$84,032
Christopher Paulitz
HEAD, Strat. Initiatives
$356,069
$321,385 No related comp$34,684

Benchmark Employee Compensation

Non-Employee Board Members

Adam Malamed
Member
Alex David
Member
Amy Webber
Member
Ben Wuerffel
Member
Christine Byrne
Finance Committee Chair
David Knoch
Member
Denise Barrows
Member
Doug Ketterer
FSI PAC Chair
Ed Forst
Member
Emily Schlosser
Member
Gwen Weithaus
Member
Jamie Price
Chair

Contractors

Gibson Dunn & Crutcher LLP
Legal
$988,930
Eversheds Sutherland
Legal
$270,485
Thorn Run Partners LLC
Public Relations
$180,000
Haventower Group Inc.
Public Relations
$129,210

Mission Statement

FINANCIAL SERVICES INSTITUTE'S MISSION IS TO CREATE A HEALTHIER REGULATORY ENVIRONMENT FOR INDEPENDENT BROKER-DEALERS AND THEIR AFFILIATED INDEPENDENT FINANCIAL ADVISORS THROUGH AGGRESSIVE AND EFFECTIVE ADVOCACY, EDUCATION AND PUBLIC AWARENESS.

Revisions to this organization profile

August 15, 2025:
2024 Financial Services Institute Inc. 990 filed
September 9, 2024:
2023 Financial Services Institute Inc. 990 filed
October 6, 2023:
2022 Financial Services Institute Inc. 990 filed

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