Overview
What is Investment Management Consultants Association Inc?
Investment Management Consultants Association Inc, also known as Investments & Wealth Institute, is a nonprofit organization based in Greenwood Village, Colorado. With a team of 56 employees, they specialize in providing investment consulting and wealth management education, leading to three certifications: Certified Investment Management Analyst, Certified Private Wealth Advisor, and Retirement Management Advisor. Their mission is to deliver top-tier investment consulting and wealth management credentials and educational offerings.
Official website here: www.investmentsandwealth.org
Is Investment Management Consultants Association Inc legitimate?
Investment Management Consultants Association Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Investment Management Consultants Association Inc submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are not tax deductible.
Here are some key statistics you may want to consider:
Executive Compensation: $1,527,725
Professional Fundraising Fees: $0
Other Salaries and Wages: $3,461,666
For more financial information, click here
Official website here: www.investmentsandwealth.org
What is the mission statement of Investment Management Consultants Association Inc?
The Investment Management Consultants Association Inc is dedicated to providing excellent investment consulting and wealth management education, as well as administering prestigious certifications in the field. Specifically, they offer the Certified Investment Management Analyst, Certified Private Wealth Adviser, and Retirement Management Adviser designations. The organization prioritizes delivering premier educational offerings and credentialing programs to help professionals excel in investment management and wealth management.
Official website here: www.investmentsandwealth.org
Who is the CEO of Investment Management Consultants Association Inc?
Sean Walters is the Ceo/Executive Director of Investment Management Consultants Association Inc. The CEO's salary of Investment Management Consultants Association Inc is $500,000 and their total compensation is $629,909.
Official website here: www.investmentsandwealth.org
What is the revenue of Investment Management Consultants Association Inc?
Investment Management Consultants Association Inc's revenue in 2022 was $14,047,577.
Official website here: www.investmentsandwealth.org
Who are the executives of Investment Management Consultants Association Inc and what are their salaries?
The average compensation at Investment Management Consultants Association Inc during 2022 was $89,096. There are 56 employees and 220 volunteers at Investment Management Consultants Association Inc.
Here are 23 key members and their salaries (Investment Management Consultants Association Inc's CEO's salary is $500,000 and their total compensation is $629,909):
- Sean Walters (Ceo/Executive Director)
- Angela Lutterman (Cfo/Coo)
- Tim Whiting (Cro & Managing Dr Of Sales)
- Cindy Chaifetz (Cmo (Thru 11/22))
- Ross Riskin (Clo)
- Rob Frankel (General Counsel)
- Mike Kurz (Director Of Programs)
- Jamie Lewis (Director Of Information Technology)
- Lara Davies (Director Of Key Accounts)
- Elissa Motley (Director Of Human Resources)
- Dorothy Bossung (Chair) [Trustee/Director]
- Libet Anderson (Vice Chair, Finance) [Trustee/Director]
- Christine Gaze (Vice Chair, Professional Development) [Trustee/Director]
- Scott Welch (Vice Chair, Standards) [Trustee/Director]
- Todd Wagenberg (Past Chair) [Trustee/Director]
- Chris Bidwell (Director)
- Noel Pacarro Brown (Director)
- Doug Hanson (Director)
- Brian Konish (Director)
- Lauris Lambergs (Director)
- Desiree Maldonado (Director)
- Deidre Waltz (Director)
- Hatem Zarrouk (Director)
Official website here: www.investmentsandwealth.org
Where can I find the form 990 for Investment Management Consultants Association Inc?
The Investment Management Consultants Association Inc’s most recent form 990 was submitted in 2022 and can be accessed here
Official website here: www.investmentsandwealth.org
Learn more at the official website: www.investmentsandwealth.org
Mission Statement of Investment Management Consultants Association Inc
The Investment Management Consultants Association Inc, a renowned organization, is dedicated to delivering premier investment consulting and wealth management credentials and world-class educational offerings. In simpler terms, it sets the standard for investment consulting and wealth management education.
The Association takes pride in administering the initial certification and recertification programs for three prestigious designations: Certified Investment Management Analyst (CIMA), Certified Private Wealth Adviser (CPWA), and Retirement Management Adviser (RMA). These credentials equip professionals with the necessary expertise to provide comprehensive investment advice and wealth management solutions to individuals and institutional clients.
By offering these designations, the Investment Management Consultants Association Inc fosters excellence and professionalism within the investment consulting and wealth management industries. The organization's commitment to continuous learning ensures that its members stay abreast of the latest trends, best practices, and advancements in the field. As a result, they are well-equipped to help clients make informed decisions about their financial futures.
In essence, the Investment Management Consultants Association Inc serves as a beacon of knowledge and expertise in investment consulting and wealth management, empowering its members to make a significant impact on their clients' lives.
Impact
This information is meant to be a general summary of Investment Management Consultants Association Inc. Please take the time to review official sources before making any decisions based upon the content provided here.
Thursday, August 15, 2024
The Investment Management Consultants Association Inc plays a significant role in providing education and credentialing in the fields of investment consulting and wealth management. By administering certification programs for designations such as Certified Investment Management Analyst, Certified Private Wealth Advisor, and Retirement Management Advisor, the organization helps professionals in these areas enhance their knowledge and skills. This impact extends to the community by raising the standard of expertise in investment consulting and wealth management, ultimately benefiting clients and the financial industry as a whole.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2022.
- Assets and Liabilities:
Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
CERTIFICATION
Revenue
$7,044,624
MEETINGS/CONFERENCES
Revenue
$2,556,239
MEMBERSHIP
Revenue
$2,327,799
EDUCATION
Revenue
$1,401,278
ADVERTISING
Revenue
$36,000
Organization Details
Founding Year
1985
Phone
(303) 770-3377
Principal Officer
Sean Walters
Main Address
5619 DTC PARKWAY 600, GREENWOOD VILLAGE, CO, 80111
Website
www.investmentsandwealth.org
NTEE Category
Code: S41 - Community improvement
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