The Financial Planning Association

Membership organization representing the interests of 23,000 financial planners nationwide

Based in CO

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AI Overview

With $78K in lobbying spend across 9 quarterly filings, The Financial Planning Association is an active lobbying client. Their lobbying covers 2 issue areas. Active from 2018 to 2020.

$78K

Total Spend

Years Active

Firms Hired

Lobbyists Deployed

Issues Lobbied

Spending Trend

View as table

Year	Lobbying Spend
2018	$38K
2019	$40K
2020	$0

Issues Lobbied

Financial Banking

Lobbying Firms

The Raben Group

Lobbyists

Estuardo Rodriguez James Colligan Francella Chinchilla Josilyn Sacks

Government Agencies Targeted

These are the government entities that The Financial Planning Association disclosed contacting in their lobbying filings.

HOUSE OF REPRESENTATIVESSENATELabor, Dept of (DOL)Securities & Exchange Commission (SEC)

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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, Banking

Department of Labor fiduciary rulemaking

SEC fiduciary rulemaking

HR 1815: SEC Disclosure Effectiveness Testing Act, HR 1876: Senior Security Act of 2019