National Association of Personal Financial Advisors

Trade Association

Based in IL

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AI Overview

With $240K in lobbying spend across 20 quarterly filings, National Association of Personal Financial Advisors is an active lobbying client. Their lobbying covers 1 issue area. Active from 2020 to 2025.

$240K
Total Spend
5
Years Active
1
Firms Hired
3
Lobbyists Deployed
1
Issues Lobbied

Spending Trend

View as table
YearLobbying Spend
2020$40K
2021$0
2023$40K
2024$80K
2025$80K

Issues Lobbied

Financial

Lobbying Firms

Holland & Knight LLP

Lobbyists

Ronald KleinPaolo MastrangeloMisha Lehrer

What They Lobby About

These are actual descriptions from their quarterly lobbying disclosure filings, summarizing what they lobbied Congress and federal agencies about.Issue areas: Financial

  • •Broadening SECURE ACT/retirement reform acts; Federal policy related to financial and retirement security.

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Data Sources: Senate LDA Filings

Last updated: February 2026

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