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Organizations Investment Management Consultants Association Inc.

Investment Management Consultants Association Inc.

Fiscal year ending 2017. Filed on November 12, 2018.

5619 Dtc Parkway 500
Greenwood Village, Colorado 80111

Investment Management Consultants Association Inc. (EIN: 84-1009166), also known as Investments & Wealth Institute, has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2017 IRS Form 990 filing, Investment Management Consultants Association Inc., a 501(c)(6) business league, reported compensation for 10 out of 39 total employees. Among the employees shown here, the average compensation is $209,645. The highest compensated employee at Investment Management Consultants Association Inc. is Sean Walters with fiscal year 2017 compensation of $623,805.

Revenue, expenses, and employee compensation

Revenue

$15,789,305

Expenses

$14,163,679

Employee compensation

$4,645,921
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Sean Walters
Executive Director and Chief Executive Officer
$623,805
$505,220 No related comp$118,585
Tim Whiting
CMO
$249,664
$204,000 No related comp$45,664
Angela Lutterman
Chief Financial Officer
$233,562
$201,280 No related comp$32,282
Devin Ekberg
Managing Director of Education
$182,806
$151,380 No related comp$31,426
Lara Davies
Director of Corporate RELA
$156,031
$131,989 No related comp$24,042
Greta Gloven
Communications Director
$137,328
$110,040 No related comp$27,288
Stephanie Lasser
Director of Conferences
$132,088
$111,771 No related comp$20,317
Jill Spence
Director of Creative Servi
$130,545
$117,856 No related comp$12,689
Madolyn Oetting
Managing Director of Admin
$128,231
$105,252 No related comp$22,979
Theresa Bartlett
Certification Director
$122,394
$105,036 No related comp$17,358

Benchmark Employee Compensation

Non-Employee Board Members

Brett Wright
Director
Brian Ullsperger
Director
Christine Gaze
Director
David Koulish
Treasurer
Dorothy Bossung
Director
John Nersesian
Director
Keith Clemens
Director
Kelly Walsh
Director
Kevin Sanchez
Vice Chair
Scott Thayer
Chair
Scott Welch
Director
Stewart Koesten
Secretary

Contractors

Catalyst Fire
Application
$216,288
Sky Marketing Consultants
Marketing
$161,500
Thinkso Creative
Marketing
$158,012
Sloane & Company
Public Relations
$102,415

Mission Statement

TO DELIVER THE PREMIER INVESTMENT CONSULTING AND WEALTH MANAGEMENT CREDENTIALS AND WORLD CLASS EDUCATIONAL OFFERINGS.

Revisions to this organization profile

November 17, 2025:
2024 Investment Management Consultants Association Inc. 990 filed
November 11, 2024:
2023 Investment Management Consultants Association Inc. 990 filed
November 15, 2023:
2022 Investment Management Consultants Association Inc. 990 filed

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