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Data Updated on 7/11/2020

FINANCIAL SERVICES INSTITUTE PAC
Political Action Committee
Campaign Contribution Details
2018 Election Cycle

Committee Information

Download all of the 2018 Individual Contribution Records for this Committee
to a Spreadsheet or Other File Type
NameFINANCIAL SERVICES INSTITUTE PAC
Connected Organization NameFINANCIAL SERVICES INSTITUTE
Address1201 PENNSYLVANIA AVE., NW
SUITE 700
WASHINGTON, DC  20004
Interest Group CategoryNon-Connected
Affiliated Party--
Affiliated Candidate --

Download all of the 2018 Individual Contribution Records for this Committee
to a Spreadsheet or Other File Type

Financial Details in the 2018 Election Cycle
FINANCIAL SERVICES INSTITUTE PAC

Through 12/31/2018
Category$ Dollar Amount
Total Receipts$257,686
Transfers From Affiliates$0
Contributions From Individuals$239,140
Contributions From Other Political Committees$16,000
Total Loans Received$0
Total Disbursements$210,961
Transfers To Affiliates$0
Refunds To Individuals$0
Refunds to Committees$0
Loan Repayments$0
Beginning Cash$77,566
Ending Cash$124,291
Debts Owed By$0
Nonfederal Transfers Received$0
Contributions Made To Other Committees$207,500
Independent Expenditures Made$0
Party Coordinated Expenditures Made$0
Nonfederal Share of Expenditures$0

Top 100 Donations/Contributions in the 2018 Election Cycle
FINANCIAL SERVICES INSTITUTE PAC

Name/
Location
Employer/
Occupation
Contribution
$ Amount
Primary/
General
Date
BROWN, DALE E.
WASHINGTON, DC
20005
Financial Services Institute/President & Ceo$5,000 P01/09/2017
ANTONIADES, ADAM N.
SAN DIEGO, CA
92101
First Allied Securities, Inc./President & Ceo$5,000 P01/30/2017
CHRISTIAN, KENT
ST. LOUIS, MO
63103
Wells Fargo Advisors Financial/President$5,000 P01/30/2017
HARMAN, DEAN A.
THE WOODLANDS, TX
77380
Sagepoint Financial, Inc./Owner$5,000 P01/30/2017
HIMELICK, JOSEPH
AUSTIN, TX
78759
Ing Financial Partners/Career Agent$5,000 P01/30/2017
KROPP, KIMBERLY
OMAHA, NE
68154
Securities America, Inc./Owner/Partner$5,000 P01/30/2017
LAJEUNESSE, ANTHONY
SOUTHGATE, MI
48195
Lpl Financial/Registered Representative$5,000 P01/30/2017
LAMPEN, RICHARD J.
MIAMI, FL
33137
Ladenburg Thalmann Financial/President & Ceo$5,000 P01/30/2017
WEBBER, AMY L.
FAIRFIELD, IA
52556
Cambridge Investment Research/President & Coo$5,000 P01/30/2017
ROONEY, JOHN
SAN DIEGO, CA
92101
Commonwealth Financial Network/Managing Principal$5,000 P03/03/2017
DOWELL, WILLIAM
BIRMINGHAM, AL
35243
Proequities/President$5,000 P03/13/2017
POER, JAMES
AUSTIN, TX
78735
Kestra Financial Ainc/President Ceo$5,000 P04/13/2017
FORST, EDWARD
FORT WASHINGTON, PA
19034
Lincoln Investment Planning Ll/President & Ceo$5,000 P05/12/2017
WALSH, DENIS
PALM BEACH GARDENS, FL
33418
Money Concepts Capital Corp/President & Ceo$5,000 P06/01/2017
BROWN, VALERIE G.
EL SEGUNDO, CA
90245
Ing Advisors Network/Ceo, Cetera Financial Group$5,000 P07/18/2017
MARYANOPOLIS, CHRISTOPHER
BOSTON, MA
02116
Signator Investors Inc./President$5,000 P11/06/2017
BROWN, DALE E.
WASHINGTON, DC
20005
Financial Services Institute/President & Ceo$5,000 P01/08/2018
HARMAN, DEAN A.
THE WOODLANDS, TX
77380
Sagepoint Financial, Inc./Owner$5,000 P01/19/2018
HIMELICK, JOSEPH
AUSTIN, TX
78759
Ing Financial Partners/Career Agent$5,000 P01/19/2018
LAJEUNESSE, ANTHONY
SOUTHGATE, MI
48195
Lpl Financial/Registered Representative$5,000 P01/19/2018
ROONEY, JOHN
SAN DIEGO, CA
92101
Commonwealth Financial Network/Managing Principal$5,000 P01/19/2018
LAMPEN, RICHARD J.
MIAMI, FL
33137
Ladenburg Thalmann Financial/President & Ceo$5,000 P01/23/2018
ANTONIADES, ADAM N.
SAN DIEGO, CA
92101
First Allied Securities, Inc./President & Ceo$5,000 P02/01/2018
CHRISTIAN, KENT
ST. LOUIS, MO
63103
Wells Fargo Advisors Financial/President$5,000 P02/01/2018
DOWELL, WILLIAM
BIRMINGHAM, AL
35243
Proequities/President$5,000 P02/01/2018
FROST, EDWARD
FORT WASHINGTON, PA
19034
Lincoln Investment/President & Ceo$5,000 P02/01/2018
KROPP, KIMBERLY
OMAHA, NE
68154
Securities America, Inc./Owner/Partner$5,000 P02/01/2018
MARYANOPOLIS, CHRISTOPHER
BOSTON, MA
02116
Signator Investors Inc./President$5,000 P02/01/2018
POER, JAMES
AUSTIN, TX
78735
Kestra Financial Ainc/President Ceo$5,000 P02/01/2018
BRYANT, RICHARD K.
RALEIGH, NC
27603
Capital Investment Brokerage, Inc./President$4,000 P02/07/2018
BATMAN, STEPHEN A.
DALLAS, TX
75206
1St Global Partners/Chairman & Ceo$2,500 P05/03/2017
WEBBER, AMY L.
FAIRFIELD, IA
52556
Cambridge Investment Research/President & Coo$2,500 P01/18/2018
BIZUB, DONALD M.
PASADENA, CA
91101
Western International Securities, Inc./Ceo$2,500 P02/01/2018
SPIKER, SCOTT
FORT WORTH, TX
76109
First Command Financial Planni/Ceo$2,500 P02/01/2018
SPIKER, SCOTT
FORT WORTH, TX
76109
First Command Financial Planni/Ceo$2,500 P03/14/2018
STARK, GARY
DELRAY BEACH, FL
33483
R.M. Start & Co., Inc./President$1,500 P03/13/2017
LEVERENZ, SCOTT
EDEN PRAIRIE, MN
55344
Cambridge Investment Research/Chief Financial Advisor$1,500 P04/07/2017
DICK, SUSAN
BARTLESVILLE, OK
74003
Raymond James Financial Servic/Investment Executive$1,500 P04/10/2017
BRYANT, RICHARD K.
RALEIGH, NC
27603
Capital Investment Brokerage, Inc./President$1,500 P07/21/2017
MCLAUGHLIN, SHAWN PATRICK
ALEXANDRIA, VA
22314
Mclaughlin Ryder Investments,/President & Ceo$1,500 P01/25/2018
ROBSON, BRUCE
SALISBURY, MD
21804
Cetera Advisors/Registered Representative$1,500 P04/06/2018
DIAMOND, JAMES W.
WARWICK, RI
02886
Commonwealth Financial Network/Rr/Iar$1,248 P04/20/2017
PAULITZ, CHRISTOPHER
WASHINGTON, DC
20005
Financial Services Institute/Sr. V.P., Membership & Marketing$1,000 P01/09/2017
PASCUZZI, RICHARD
DALLAS, TX
75240
Prospera Financial Services/Owner$1,000 P02/15/2017
STRINGER, DAVID
DALLAS, TX
75240
Prospera Financial Services/President$1,000 P02/15/2017
KNOCH, DAVID
DALLAS, TX
75251
1St Global Inc./President$1,000 P02/17/2017
GREENE, FREDERICK
SHENANDOAH, TX
77381
Raymond James Financial Servic/Evp Branch Manager$1,000 P03/21/2017
KRUZAN, JAMES B.
CLARKSTON, MI
48346
Raymond James Financial Svcs/Branch Manager$1,000 P03/21/2017
MCLAUGHLIN, SHAWN PATRICK
ALEXANDRIA, VA
22314
Mclaughlin Ryder Investments,/President & Ceo$1,000 P03/27/2017
WILKINSON, WADE
KNOXVILLE, TN
37932
Securities Service Network/President & Ceo$1,000 P03/28/2017
EDWARDS, TIM
DALLAS, TX
75240
Prospera Financial Services/Principal, Executive Vice President$1,000 P04/04/2017
ROUNTREE, SHARLA D.
LAKEWOOD, CO
80215
Royal Alliance Associates/Financial Planner$1,000 P05/02/2017
RUSSO, JOSEPH R.
NAPLES, FL
34119
National Planning Corp./Chairman & Ceo$1,000 P06/19/2017
BRYANT, RICHARD K.
RALEIGH, NC
27603
Capital Investment Brokerage, Inc./President$1,000 P07/06/2017
FISHER, RICHARD
PITTSBURGH, PA
15222
Federated Investors/Associate$1,000 P08/16/2017
WAGENER, RICHARD H.
COLUMBIA, MD
21044
Raymond James Financial Services, Inc./Managing Partner$1,000 P10/06/2017
RUSSO, JOSEPH R.
NAPLES, FL
34119
National Planning Corp./Chairman & Ceo$1,000 P11/06/2017
SULLIVAN, PATRICK JAMES
MORRISTOWN, NJ
07960
Private Advisor Group/Managing Director$1,000 P11/10/2017
BELLAIRE, DAVID
WASHINGTON, DC
20005
Financial Services Institute/Evp & General Counsel$1,000 P12/05/2017
STARK, GARY
DELRAY BEACH, FL
33483
R.M. Start & Co., Inc./President$1,000 P01/09/2018
BRYANT, RICHARD K.
RALEIGH, NC
27603
Capital Investment Brokerage, Inc./President$1,000 P01/18/2018
BELLAIRE, DAVID
WASHINGTON, DC
20005
Financial Services Institute/Evp & General Counsel$1,000 P01/30/2018
KNOCH, DAVID
DALLAS, TX
75251
1St Global Inc./President$1,000 P02/01/2018
WALSH, DENIS
PALM BEACH GARDENS, FL
33418
Money Concepts Capital Corp/President & Ceo$1,000 P02/01/2018
EATON, DOUGLAS
CORAL SPRINGS, FL
33065
Eaton Financial Group/Principal$1,000 P03/06/2018
NAGENGAST, JAMES
PAPILLION, NE
68046
Secutities American Inc./Ceo & President$1,000 P03/09/2018
PASCUZZI, RICHARD
DALLAS, TX
75240
Prospera Financial Services/Owner$1,000 P03/14/2018
BARTON, RONALD
OAK BROOK, IL
60523
Waddell & Reed, Inc./Financial Advisor$1,000 P03/23/2018
STRINGER, DAVID
DALLAS, TX
75240
Prospera Financial Services/President$1,000 P03/27/2018
WILKINSON, WADE
KNOXVILLE, TN
37932
Securities Service Network, Inc./President & Ceo$1,000 P03/27/2018
EDWARDS, TIM
DALLAS, TX
75240
Prospera Financial Services/Principal, Executive Vice President$1,000 P04/10/2018
MILLS, COLE
PORTLAND, OR
97232
Bridgetown Wealth Management/President$1,000 P06/04/2018
PATRICK, SHAWN
CINCINNATI, OH
45246
Transamerica Financial Advisor/Financial Advisor$1,000 P06/04/2018
KUSSKE, MARY
BURNSVILLE, MN
55337
Kusske Financial Management/Financial Advisor$1,000 P06/07/2018
KING, EDWARD
NISKAYUNA, NY
12309
Lpl Financial/Partner$500 P03/21/2017
LOSS, P. ALAN
LANCASTER, PA
17601
Geneos Wealth Management, Inc./Owner$500 P03/22/2017
BAKER, VERNON G.
BERLIN, CT
06037
Royal Alliance Associates/Registered Investment Adviser$500 P04/03/2017
MILLER, SETH D.
ST. PETERSBURG, FL
33716
Transamerica Financial Advisors, Inc./President$500 P04/03/2017
CURTIS, JOYCE E.
NORTH READING, MA
01864
Invest Financial/Financial Advisor$500 P04/11/2017
WAGNER, DONAVON
BISMARCK, ND
58502
Woodbury Financial Services, Inc./Registered Rep$500 P04/12/2017
DELUCA, ARTHUR
FULTON, MD
20759
Raymond James Financial Servic/Financial Advisor$500 P05/01/2017
MCKAY, JEFFREY J.
TUKWILA, WA
98188
Ing Financial Partners/Financial Advisor$500 P08/09/2017
WHITE, JEFF
HONOLULU, HI
96825
Lpl Financial Services/Branch Manager$500 P11/16/2017
DECKER, DAVID D.
COLLEGE STATION, TX
77840
Raymond James Financial/Branch Manager$500 P03/23/2018
HOFF, DAVID
LAKE SAINT LOUIS, MO
63367
First Heartland Capital, Inc./Ceo$500 P03/23/2018
DIAMOND, JAMES W.
WARWICK, RI
02886
Commonwealth Financial Network/Rr/Iar$416 P07/24/2017
DIAMOND, JAMES W.
WARWICK, RI
02886
Commonwealth Financial Network/Rr/Iar$416 P08/30/2017
DIAMOND, JAMES W.
WARWICK, RI
02886
Commonwealth Financial Network/Rr/Iar$416 P09/28/2017
DIAMOND, JAMES W.
WARWICK, RI
02886
Commonwealth Financial Network/Rr/Iar$416 P10/30/2017
DIAMOND, JAMES W.
WARWICK, RI
02886
Commonwealth Financial Network/Rr/Iar$416 P02/01/2018
DIAMOND, JAMES W.
WARWICK, RI
02886
Commonwealth Financial Network/Rr/Iar$416 P03/06/2018
DIAMOND, JAMES W.
WARWICK, RI
02886
Commonwealth Financial Network/Rr/Iar$416 P04/20/2018
DIAMOND, JAMES W.
WARWICK, RI
02886
Commonwealth Financial Network/Rr/Iar$416 P05/09/2018
PICKLER, DAVID
COLLIERVILLE, TN
38017
Pickler Wealth Advisors/President Ceo$416 P05/09/2018
DIAMOND, JAMES W.
WARWICK, RI
02886
Commonwealth Financial Network/Rr/Iar$416 P06/04/2018
PICKLER, DAVID
COLLIERVILLE, TN
38017
Pickler Wealth Advisors/President Ceo$416 P06/19/2018
DIAMOND, JAMES W.
WARWICK, RI
02886
Commonwealth Financial Network/Rr/Iar$416 P07/25/2018
PICKLER, DAVID
COLLIERVILLE, TN
38017
Pickler Wealth Advisors/President Ceo$416 P07/25/2018
DIAMOND, JAMES W.
WARWICK, RI
02886
Commonwealth Financial Network/Rr/Iar$416 P08/27/2018
PICKLER, DAVID
COLLIERVILLE, TN
38017
Pickler Wealth Advisors/President Ceo$416 P08/27/2018

Political Candidates Receiving Contributions in the 2018 Election Cycle from
FINANCIAL SERVICES INSTITUTE PAC

Candidate NameOfficePartyStateDistrictPrimary/
General
$ Dollar
Amount
Date
ADAMS, ALMA SHEALEY House of RepsDemocratNC 12P$2,50004/30/2018
ADAMS, ALMA SHEALEY House of RepsDemocratNC 12G$1,00008/06/2018
ADAMS, ALMA SHEALEY House of RepsDemocratNC 12P$1,00006/27/2017
BARR, GARLAND ANDY House of RepsRepublicanKY 06P$2,50005/24/2017
BEATTY, JOYCE House of RepsDemocratOH 03G$1,00005/03/2018
BEATTY, JOYCE House of RepsDemocratOH 03P$2,50005/03/2018
BEATTY, JOYCE House of RepsDemocratOH 03P$1,50003/21/2017
BEATTY, JOYCE House of RepsDemocratOH 03P$1,00006/27/2017
BEATTY, JOYCE House of RepsDemocratOH 03P$2,50003/28/2018
BEATTY, JOYCE House of RepsDemocratOH 03G$1,00003/28/2018
BEATTY, JOYCE House of RepsDemocratOH 03G$4,00012/15/2017
BILIRAKIS, GUS M House of RepsRepublicanFL 12P$2,50003/21/2017
BLUNT ROCHESTER, LISA House of RepsDemocratDE 00G$2,50010/16/2018
BRADY, KEVIN House of RepsRepublicanTX 08P$5,00005/24/2017
BRADY, KEVIN House of RepsRepublicanTX 08G$5,00005/24/2017
CARSON, ANDRE House of RepsDemocratIN 07G$4,00008/06/2018
CARTWRIGHT, MATT House of RepsDemocratPA 08G$1,00010/09/2018
CASEY, ROBERT P JR SenateDemocratPA --G$1,00010/09/2018
CLAY, WILLIAM LACY JR House of RepsDemocratMO 01P$1,00012/15/2017
CLAY, WILLIAM LACY JR House of RepsDemocratMO 01P$2,50002/20/2018
CLEAVER, EMANUEL II House of RepsDemocratMO 05P$1,50012/15/2017
CLEAVER, EMANUEL II House of RepsDemocratMO 05P$1,50003/21/2017
CLYBURN, JAMES E. House of RepsDemocratSC 06P$5,00003/26/2018
COLLINS, CHRISTOPHER C House of RepsRepublicanNY 27P$5,00003/21/2017
CRAMER, KEVIN MR. House of RepsRepublicanND 00P$2,50003/21/2017
DONNELLY, JOSEPH S SenateDemocratIN --G$1,00010/09/2018
DUFFY, SEAN House of RepsRepublicanWI 07P$5,00002/20/2018
FERGUSON, ANDERSON DREW IV House of RepsRepublicanGA 03P$1,00003/21/2017
FOXX, VIRGINIA ANN House of RepsRepublicanNC 05P$5,00006/27/2017
GARRETT, THOMAS ALEXANDER MR. JR. House of RepsRepublicanVA 05P$1,00003/21/2017
HEINRICH, MARTIN House of RepsDemocratNM 01G$1,00010/09/2018
HEITKAMP, HEIDI SenateDemocratND --G$1,00010/09/2018
HENSARLING, JEB HON. House of RepsRepublicanTX 05P$5,00006/27/2017
HILL, JAMES FRENCH House of RepsRepublicanAR 02G$2,00010/02/2018
HOLLINGSWORTH, TREY House of RepsRepublicanIN 09G$1,50006/14/2018
HOYER, STENY House of RepsDemocratMD 05P$2,50001/12/2018
HUIZENGA, WILLIAM P House of RepsRepublicanMI 02P$1,00006/14/2018
HUIZENGA, WILLIAM P House of RepsRepublicanMI 02P$2,00005/24/2017
JEFFRIES, HAKEEM House of RepsDemocratNY 08G$2,00008/06/2018
KING, ANGUS STANLEY JR SenateIndependentME --G$1,00010/09/2018
LEWIS, JASON MARK MR. House of RepsRepublicanMN 02P$1,00003/21/2017
LONG, BILLY MR. House of RepsRepublicanMO 07P$2,00006/27/2017
LOUDERMILK, BARRY House of RepsRepublicanGA 11G$1,00008/06/2018
MALONEY, CAROLYN B. House of RepsDemocratNY 12P$1,00006/14/2018
MCCARTHY, KEVIN House of RepsRepublicanCA 23P$5,00003/21/2017
MCCARTHY, KEVIN House of RepsRepublicanCA 23G$5,00003/21/2017
MCCASKILL, CLAIRE SenateDemocratMO --G$1,00010/09/2018
MCHENRY, PATRICK House of RepsRepublicanNC 10P$5,00003/29/2018
MEEKS, GREGORY W. House of RepsDemocratNY 05P$2,50002/20/2018
MEEKS, GREGORY W. House of RepsDemocratNY 05P$2,50012/15/2017
MEEKS, GREGORY W. House of RepsDemocratNY 05G$2,50010/02/2018
MEEKS, GREGORY W. House of RepsDemocratNY 05P$2,50003/21/2017
MITCHELL, PAUL III House of RepsRepublicanMI 10P$1,00003/21/2017
MOORE, GWEN S House of RepsDemocratWI 04P$2,50012/15/2017
NELSON, BILL SenateDemocratFL --G$1,00010/09/2018
PERLMUTTER, EDWIN G House of RepsDemocratCO 07G$3,00010/16/2018
PERLMUTTER, EDWIN G House of RepsDemocratCO 07P$1,00006/14/2018
PERLMUTTER, EDWIN G House of RepsDemocratCO 07G$1,00008/06/2018
POLIQUIN, BRUCE L House of RepsRepublicanME 02P$2,50003/26/2018
POLIQUIN, BRUCE L House of RepsRepublicanME 02P$1,50003/21/2017
ROONEY, FRANCIS House of RepsRepublicanFL 19P$1,00003/21/2017
ROSS, DENNIS ALAN House of RepsRepublicanFL 15G$2,00003/28/2018
ROSS, DENNIS ALAN House of RepsRepublicanFL 15G$2,50002/20/2018
ROSS, DENNIS ALAN House of RepsRepublicanFL 15G$2,50008/16/2018
ROSS, DENNIS ALAN House of RepsRepublicanFL 15P$2,50003/21/2017
ROSS, DENNIS ALAN House of RepsRepublicanFL 15G$3,00006/27/2017
ROYCE, ED MR. House of RepsRepublicanCA 39P$5,00009/26/2017
ROYCE, ED MR. House of RepsRepublicanCA 39P$1,50006/27/2017
SCHWEIKERT, DAVID House of RepsRepublicanAZ 06P$1,00006/27/2017
SCOTT, DAVID ALBERT House of RepsDemocratGA 13P$1,50003/21/2017
SCOTT, TIMOTHY E SenateRepublicanSC --P$1,50008/06/2018
SEWELL, TERRI A. House of RepsDemocratAL 07P$4,00012/15/2017
SINEMA, KYRSTEN SenateDemocratAZ --P$2,50006/29/2017
SMUCKER, LLOYD K. House of RepsRepublicanPA 11P$1,00003/21/2017
STIVERS, STEVE MR. House of RepsRepublicanOH 15P$5,00009/26/2017
THOMPSON, BENNIE G. House of RepsDemocratMS 02P$3,00009/26/2017
WAGNER, ANN L. House of RepsRepublicanMO 02P$5,00005/24/2017
WAGNER, ANN L. House of RepsRepublicanMO 02G$5,00006/27/2017
WATERS, MAXINE House of RepsDemocratCA 43P$2,50006/27/2017
WATERS, MAXINE House of RepsDemocratCA 43P$2,50009/26/2017
WATERS, MAXINE House of RepsDemocratCA 43G$2,50003/28/2018
WATERS, MAXINE House of RepsDemocratCA 43G$2,50010/02/2018
WILSON, FREDERICA S. House of RepsDemocratFL 24P$1,50006/14/2018
YOUNG, DAVID House of RepsRepublicanIA 03G$1,00010/09/2018

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