FINANCIAL SERVICES INSTITUTE PAC
Political Action Committee
Campaign Contribution Details
2020 Election Cycle

Committee Information
Download all of the 2020 Individual Contribution Records for this Committee to a Spreadsheet or Other File Type
Name	FINANCIAL SERVICES INSTITUTE PAC
Connected Organization Name	FINANCIAL SERVICES INSTITUTE
Address	1201 PENNSYLVANIA AVE., NW, # 700 WASHINGTON, DC 20004
Interest Group Category	Non-Connected
Affiliated Party	--
Affiliated Candidate	--
Download all of the 2020 Individual Contribution Records for this Committee to a Spreadsheet or Other File Type

Financial Details in the 2020 Election Cycle
FINANCIAL SERVICES INSTITUTE PAC

Through 03/31/2020

Category	$ Dollar Amount
Total Receipts	$197,108
Transfers From Affiliates	$0
Contributions From Individuals	$173,608
Contributions From Other Political Committees	$22,500
Total Loans Received	$0
Total Disbursements	$149,470
Transfers To Affiliates	$0
Refunds To Individuals	$0
Refunds to Committees	$0
Loan Repayments	$0
Beginning Cash	$124,291
Ending Cash	$171,928
Debts Owed By	$0
Nonfederal Transfers Received	$0
Contributions Made To Other Committees	$144,500
Independent Expenditures Made	$0
Party Coordinated Expenditures Made	$0
Nonfederal Share of Expenditures	$0

Top 100 Donations/Contributions in the 2020 Election Cycle
FINANCIAL SERVICES INSTITUTE PAC

Name/ Location	Employer/ Occupation	Contribution $ Amount	Primary/ General	Date
ANTONIADES, ADAM SAN DIEGO, CA 92101	Cetera Financial Group/Cetera Financial Group/President	$5,000	P	01/01/1900
BROWN, DALE WASHINGTON, DC 20005	Financial Services Institute/Financial Services Institute/Presdient & Ceo	$5,000	P	01/01/1900
CLANCY, CAROLYN BOSTON, MA 02210	Fidelity Clearing & Custody Solutions/Fidelity Clearing & Custody Solutions/Evp, Head Of Bd Segment	$5,000	P	01/01/1900
FORST, EDWARD FORT WASHINGTON, PA 19034	Lincoln Investment/Lincoln Investment/President & Ceo	$5,000	P	01/01/1900
KETTERER, DOUG NEW YORK, NY 10017	Atria Wealth Solutions, Inc./Atria Wealth Solutions, Inc./Ceo And Founding Partner	$5,000	P	01/01/1900
LAMPEN, RICHARD MIAMI, FL 33137	Ladenburg Thalmann Financial Services,/Ladenburg Thalmann Financial Services,/President, Ceo	$5,000	P	01/01/1900
ROONEY, JOHN SAN DIEGO, CA 92101	Commonwealth Financial Network/Commonwealth Financial Network/Managing Principal	$5,000	P	01/01/1900
SPIKER, J. SCOTT FORT WORTH, TX 76109	First Command Financial Planning, Inc./First Command Financial Planning, Inc./Ceo	$5,000	P	01/01/1900
BROWN, DALE WASHINGTON, DC 20005	Financial Services Institute/Financial Services Institute/Presdient & Ceo	$5,000	P	01/07/2019
LAMPEN, RICHARD MIAMI, FL 33137	Ladenburg Thalmann Financial Services,/Ladenburg Thalmann Financial Services,/President, Ceo	$5,000	P	01/22/2019
POER, JAMES AUSTIN, TX 78735	Kestra Financial, Inc./Kestra Financial, Inc./President, Ceo	$5,000	P	01/22/2019
HARMAN, DEAN SPRING, TX 77380	Harman Wealth Management, Llc/Harman Wealth Management, Llc/President	$5,000	P	01/25/2019
KROPP, KIMBERLY OMAHA, NE 68154	Moylan Kropp Inc./Moylan Kropp Inc./Owner, Partner	$5,000	P	01/25/2019
ROONEY, JOHN SAN DIEGO, CA 92101	Commonwealth Financial Network/Commonwealth Financial Network/Managing Principal	$5,000	P	01/25/2019
CHRISTIAN, C. KENT SAINT LOUIS, MO 63103	Wells Fargo Advisors Financial Network/Wells Fargo Advisors Financial Network/President	$5,000	P	01/31/2019
FORST, EDWARD FORT WASHINGTON, PA 19034	Lincoln Investment/Lincoln Investment/President & Ceo	$5,000	P	01/31/2019
SPIKER, J. SCOTT FORT WORTH, TX 76109	First Command Financial Planning, Inc./First Command Financial Planning, Inc./Ceo	$5,000	P	01/31/2019
DOWELL, WILLIAM BIRMINGHAM, AL 35243	Vision Financial Group, Inc./Vision Financial Group, Inc./Founder & President	$5,000	P	02/01/2019
PERRY, CHRIS NEW YORK, NY 10016	Broadridge Financial Solutions, Inc./Broadridge Financial Solutions, Inc./President, Global Sales	$5,000	P	02/01/2019
BRYANT, RICHARD RALEIGH, NC 27609	Capital Invetment Brokerage, Inc./Capital Invetment Brokerage, Inc./Ceo	$5,000	P	02/04/2019
ANTONIADES, ADAM SAN DIEGO, CA 92101	Cetera Financial Group/Cetera Financial Group/President	$5,000	P	02/07/2019
CLANCY, CAROLYN BOSTON, MA 02210	Fidelity Clearing & Custody Solutions/Fidelity Clearing & Custody Solutions/Evp, Head Of Bd Segment	$5,000	P	02/07/2019
BROWN, VALERIE JACKSON, WY 83001	Financial Services Institute/Financial Services Institute/Board Director	$5,000	P	08/08/2019
DEITCH, JOE WALTHAM, MA 02453	Comonwealth Financial Network/Comonwealth Financial Network/Founder & Chairman	$5,000	P	10/15/2019
LAJEUNESSE, ANTHONY SOUTHGATE, MI 48195	Tl Financial Group/Tl Financial Group/Financial Advisor	$2,500	P	01/25/2019
KNOCH, DAVID DALLAS, TX 75251	1St Global, Inc./1St Global, Inc./President	$2,500	P	03/11/2019
WEBBER, AMY FAIRFIELD, IA 52556	Cambridge Investment Research, Inc./Cambridge Investment Research, Inc./President & Ceo	$2,500	P	10/28/2019
BRYANT, RICHARD RALEIGH, NC 27609	Capital Invetment Brokerage, Inc./Capital Invetment Brokerage, Inc./Ceo	$2,000	P	01/01/1900
BYRNE, CHRISTINE FALMOUTH, ME 04105	Back Cove Financial/Back Cove Financial/Partner, Wealth Advisor	$1,000	P	01/01/1900
DICK, SUSAN BARTLESVILLE, OK 74003	Susan Dick Financial Services Llc/Susan Dick Financial Services Llc/Financial Advisor	$1,000	P	01/01/1900
GREENE, FREDERICK T. MR. THE WOODLANDS, TX 77380	Woodforest Wealth Strategies/Woodforest Wealth Strategies/Financial Advisor	$1,000	P	01/01/1900
MCLAUGHLIN, SHAWN ALEXANDRIA, VA 22314	Mclaughlin Ryder Investments, Llc/Mclaughlin Ryder Investments, Llc/President & Ceo	$1,000	P	03/29/2019
PATRICK, SHAWN CINCINNATI, OH 45246	World Financial Group/World Financial Group/Iar/Registered Representative	$1,000	P	04/26/2019
RIED, PAUL BELLEVUE, WA 98004	Paul R. Ried Financial Group, Llc/Paul R. Ried Financial Group, Llc/Founder/President	$1,000	P	05/01/2019
GREENE, FREDERICK T. MR. THE WOODLANDS, TX 77380	Woodforest Wealth Strategies/Woodforest Wealth Strategies/Financial Advisor	$1,000	P	07/22/2019
OROS, ROBERT CHICAGO, IL 60606	High Tower Advisors/High Tower Advisors/Ceo	$1,000	P	10/09/2019
PASCUZZI, RICHARD DALLAS, TX 75240	Prospera Financial Services Inc./Prospera Financial Services Inc./Principal & Executive Vice President	$1,000	P	10/09/2019
STRINGER, DAVID DALLAS, TX 75240	Prospera Financial Services Inc./Prospera Financial Services Inc./President	$1,000	P	10/09/2019
EDWARDS, TIM DALLAS, TX 75240	Prospera Financial Services Inc./Prospera Financial Services Inc./Principal & Executive Vice President	$1,000	P	11/04/2019
ALLGAUER, MICHELLE WASHINGTON, DC 20004	Financial Services Institute, Inc./Financial Services Institute, Inc./Senior Vice President, Education & Eng	$500	P	01/01/1900
WAX, JONATHAN TAMPA, FL 33602	Waller & Wax Advisors, Inc./Waller & Wax Advisors, Inc./Financial Advisor	$500	P	01/01/1900
WILKINSON, WADE KNOXVILLE, TN 37932	Securities Service Network, Inc./Securities Service Network, Inc./President, Ceo	$500	P	01/01/1900
BARROWS, DENISE CHAMBERSBURG, PA 17201	1St Global, Inc./1St Global, Inc./Financial Advisor	$500	P	03/14/2019
MONHEIT, DAVID SURPRISE, AZ 85378	Monheit Frish Wealth Management, Llc/Monheit Frish Wealth Management, Llc/Financial Advisor	$500	P	04/26/2019
PHILPOT, CAROLYN FORT SMITH, AR 72916	Landmark Financial Llc/Landmark Financial Llc/Partner	$500	P	05/07/2019
STRICKOFF, KIVE NEW HYDE PARK, NY 11042	Strickoff Financial Services, Llc/Strickoff Financial Services, Llc/Chairman/Ceo	$500	P	05/29/2019
DECKER, DAVID MR. COLLEGE STATION, TX 77840	Decker Financial Group/Decker Financial Group/Financial Advisor	$500	P	07/22/2019
MAGID, ARNOLD MR. EAST WINDSOR, CT 06088	Cassidy Financial Services Llc/Cassidy Financial Services Llc/Principal	$500	P	07/22/2019
BARROWS, DENISE CHAMBERSBURG, PA 17201	Barrows Trostle Advisors, Llc/Barrows Trostle Advisors, Llc/Financial Advisor	$500	P	10/22/2019
DIAMOND, JAMES PORTSMOUTH, NH 03801	Diamond Financial Services/Diamond Financial Services/Financial Advisor	$416	P	01/01/1900
DIAMOND, JAMES PORTSMOUTH, NH 03801	Diamond Financial Services/Diamond Financial Services/Financial Advisor	$416	P	01/01/1900
DIAMOND, JAMES PORTSMOUTH, NH 03801	Diamond Financial Services/Diamond Financial Services/Financial Advisor	$416	P	01/01/1900
DIAMOND, JAMES PORTSMOUTH, NH 03801	Diamond Financial Services/Diamond Financial Services/Financial Advisor	$416	P	01/08/2019
PICKLER, DAVID COLLIERVILLE, TN 38017	Pickler Wealth Advisors/Pickler Wealth Advisors/President, Ceo	$416	P	01/08/2019
DIAMOND, JAMES PORTSMOUTH, NH 03801	Diamond Financial Services/Diamond Financial Services/Financial Advisor	$416	P	02/19/2019
PICKLER, DAVID COLLIERVILLE, TN 38017	Pickler Wealth Advisors/Pickler Wealth Advisors/President, Ceo	$416	P	02/19/2019
DIAMOND, JAMES PORTSMOUTH, NH 03801	Diamond Financial Services/Diamond Financial Services/Financial Advisor	$416	P	03/11/2019
PICKLER, DAVID COLLIERVILLE, TN 38017	Pickler Wealth Advisors/Pickler Wealth Advisors/President, Ceo	$416	P	03/11/2019
DIAMOND, JAMES PORTSMOUTH, NH 03801	Diamond Financial Services/Diamond Financial Services/Financial Advisor	$416	P	04/10/2019
PICKLER, DAVID COLLIERVILLE, TN 38017	Pickler Wealth Advisors/Pickler Wealth Advisors/President, Ceo	$416	P	04/10/2019
DIAMOND, JAMES PORTSMOUTH, NH 03801	Diamond Financial Services/Diamond Financial Services/Financial Advisor	$416	P	05/07/2019
DIAMOND, JAMES PORTSMOUTH, NH 03801	Diamond Financial Services/Diamond Financial Services/Financial Advisor	$416	P	06/04/2019
DIAMOND, JAMES PORTSMOUTH, NH 03801	Diamond Financial Services/Diamond Financial Services/Financial Advisor	$416	P	07/22/2019
DIAMOND, JAMES PORTSMOUTH, NH 03801	Diamond Financial Services/Diamond Financial Services/Financial Advisor	$416	P	08/08/2019
DIAMOND, JAMES PORTSMOUTH, NH 03801	Diamond Financial Services/Diamond Financial Services/Financial Advisor	$416	P	09/06/2019
DIAMOND, JAMES PORTSMOUTH, NH 03801	Diamond Financial Services/Diamond Financial Services/Financial Advisor	$416	P	10/10/2019
DIAMOND, JAMES PORTSMOUTH, NH 03801	Diamond Financial Services/Diamond Financial Services/Financial Advisor	$416	P	11/13/2019
DIAMOND, JAMES PORTSMOUTH, NH 03801	Diamond Financial Services/Diamond Financial Services/Financial Advisor	$416	P	12/16/2019
ANDERSON, JEFFREY HASTINGS, NE 68902	Wealth Advisors Network,Inc./Wealth Advisors Network,Inc./President, Ceo, Wealth Care Director	$250	P	01/01/1900
BASLER, RICHARD SAINT LOUIS, MO 63129	Raymond James Financial Services, Inc./Raymond James Financial Services, Inc./Financial Advisor	$250	P	01/01/1900
BERGSTROM, DARRON CORPUS CHRISTI, TX 78401	Bergstrom Financial/Bergstrom Financial/Financial Advisor	$250	P	01/01/1900
CURTIS, MICHAEL MUSCATINE, IA 52761	Curtis Financial Services Llc/Curtis Financial Services Llc/Financial Adviser	$250	P	01/01/1900
DICK, SUSAN BARTLESVILLE, OK 74003	Susan Dick Financial Services Llc/Susan Dick Financial Services Llc/Financial Advisor	$250	P	01/01/1900
HORN, STEPHEN FT MITCHELL, KY 41017	Property Financial Group/Property Financial Group/President	$250	P	01/01/1900
HYLAND, MARK LOUISVILLE, KY 40203	Hyland Financial/Hyland Financial/Financial Advisor	$250	P	01/01/1900
KECHELY, KURT LINCOLN, NE 68504	Kechely Wealth Management/Kechely Wealth Management/Financial Advisor	$250	P	01/01/1900
KEVIN, PATRICK CINCINNATI, OH 45244	F. H. Armstrong Financial/F. H. Armstrong Financial/Financial Advisor	$250	P	01/01/1900
LONG, PAUL WARWICK, RI 02886	Triad Advisors, Inc./Triad Advisors, Inc./Paul J Long, Clu, Chfc	$250	P	01/01/1900
LOSS, P. ALAN LANCASTER, PA 17601	Personal Wealth Advisory, Llc/Personal Wealth Advisory, Llc/Financial Adviser	$250	P	01/01/1900
ROBERTSON, CATHY NOVI, MI 48375	Cambridge Investment/Cambridge Investment	$250	P	01/01/1900
STEFFE, MARK FORT WORTH, TX 76109	First Command/First Command/Financial Advisor Firm Member	$250	P	01/01/1900
VASILANTONE, ALEXANDER LEBANON, NJ 08833	U.S. Advisory Llc/U.S. Advisory Llc/Financial Advisor	$250	P	01/01/1900
HORN, STEPHEN FT MITCHELL, KY 41017	Property Financial Group/Property Financial Group/President	$250	P	04/05/2019
CLARKE, RUSSELL VIRGINIA BEACH, VA 23462	First Command Financial Planning, Inc./First Command Financial Planning, Inc./Financial Advisor	$250	P	05/02/2019
HALPERN, JOSHUA ROCKVILLE, MD 20850	Raymond James Financial Services, Inc./Raymond James Financial Services, Inc./Financial Advisor	$250	P	05/03/2019
HORN, STEPHEN FT MITCHELL, KY 41017	Property Financial Group/Property Financial Group/President	$250	P	05/07/2019
MURPHY, RON CORTE MADERA, CA 94925	Larkspur Financial Advisors/Larkspur Financial Advisors/Financial Advisor	$250	P	05/29/2019
BAKER, VERNON BERLIN, CT 06037	Bach Investments Plus/Bach Investments Plus/Registered Investment Advisor	$250	P	07/22/2019
HORN, STEPHEN FT MITCHELL, KY 41017	Property Financial Group/Property Financial Group/President	$250	P	07/22/2019
WITTLAND, GREGORY MR. QUINCY, IL 62301	Encompass Life & Wealth Strategies/Encompass Life & Wealth Strategies/Financial Advisor	$250	P	07/22/2019
STROYNE, THOMAS MR. PITTSBURGH, PA 15241	Golden Strategies Financial Group/Golden Strategies Financial Group/President & Owner	$250	P	07/23/2019
BROPHY, JOSEPH DALLAS, TX 75219	Joseph D. Brody/Joseph D. Brody/Cpa, Pc	$250	P	09/25/2019
HORN, STEPHEN FT MITCHELL, KY 41017	Property Financial Group/Property Financial Group/President	$250	P	10/15/2019
BLAMER, DANIEL MIO, MI 48647	Blamer Financial Services, Inc./Blamer Financial Services, Inc./President	$250	P	10/22/2019
HELLERMAN-HERSMAN, KIM MENTOR, OH 44060	Hb Wealth Advisors, Llc/Hb Wealth Advisors, Llc/President	$250	P	11/04/2019
CONWAY, THOMAS ANAHEIM, CA 92808	Diversified Investment Services/Diversified Investment Services/Chief Financial Officer	$250	P	11/08/2019
WELLS LEE, TINA STOCKTON, CA 95204	Twl & Associates/Twl & Associates/Financial Advisor	$250	P	11/08/2019
BYRNE, CHRISTINE FALMOUTH, ME 04105	Back Cove Financial/Back Cove Financial/Partner, Wealth Advisor	$250	P	11/13/2019
KOBLICK, KELDON STAUNTON, VA 24401	Valley Financial Services Inc./Valley Financial Services Inc./President	$250	P	11/13/2019
BLAMER, DANIEL MIO, MI 48647	Blamer Financial Services, Inc./Blamer Financial Services, Inc./President	$250	P	12/18/2019

Political Candidates Receiving Contributions in the 2020 Election Cycle from
FINANCIAL SERVICES INSTITUTE PAC

Candidate Name	Office	Party	State	District	Primary/ General	$ Dollar Amount	Date
BEATTY, JOYCE	House of Reps	Democrat	OH	03	P	$5,000	10/21/2019
BRADY, KEVIN	House of Reps	Republican	TX	08	P	$5,000	02/20/2020
BROWN, SHERROD	Senate	Democrat	OH	--	P	$5,000	04/22/2019
CASTEN, SEAN	House of Reps	Democrat	IL	06	G	$2,500	03/09/2020
CLYBURN, JAMES E.	House of Reps	Democrat	SC	06	P	$2,500	09/06/2019
CLYBURN, JAMES E.	House of Reps	Democrat	SC	06	P	$2,500	05/06/2019
COLLINS, SUSAN M.	Senate	Republican	ME	--	P	$5,000	02/12/2020
CORNYN, JOHN SEN	Senate	Republican	TX	--	P	$2,500	11/14/2019
CRAMER, KEVIN MR.	Senate	Republican	ND	--	P	$1,500	01/23/2020
CRAMER, KEVIN MR.	Senate	Republican	ND	--	P	$1,000	08/29/2019
GONZALEZ, VICENTE	House of Reps	Democrat	TX	15	P	$2,500	12/17/2019
HIGGINS, BRIAN	House of Reps	Democrat	NY	26	P	$2,500	02/12/2020
HIMES, JIM	House of Reps	Democrat	CT	04	P	$2,500	02/07/2020
HOLLINGSWORTH, TREY	House of Reps	Republican	IN	09	P	$1,500	10/08/2019
HOLLINGSWORTH, TREY	House of Reps	Republican	IN	09	P	$1,000	06/14/2019
HORSFORD, STEVEN ALEXZANDER	House of Reps	Democrat	NV	04	P	$2,500	04/30/2019
HOYER, STENY	House of Reps	Democrat	MD	05	P	$2,500	05/06/2019
JONES, DOUG	Senate	Democrat	AL	--	G	$2,500	03/04/2020
KING, PETE	House of Reps	Republican	NY	02	P	$2,500	06/14/2019
LYNCH, STEPHEN	House of Reps	Democrat	MA	08	G	$2,500	03/04/2020
MCCONNELL, MITCH	Senate	Republican	KY	--	P	$2,500	01/09/2020
MCCONNELL, MITCH	Senate	Republican	KY	--	P	$2,500	05/08/2019
MCHENRY, PATRICK TIMOTHY	House of Reps	Republican	NC	10	P	$2,500	07/15/2019
MCSALLY, MARTHA	Senate	Republican	AZ	--	P	$1,000	06/14/2019
MEEKS, GREGORY W.	House of Reps	Democrat	NY	05	P	$2,500	01/23/2020
MENENDEZ, ROBERT	Senate	Democrat	NJ	--	P	$2,500	05/06/2019
MOORE, GWEN S	House of Reps	Democrat	WI	04	P	$2,500	12/04/2019
MORAN, JERRY	Senate	Republican	KS	--	P	$2,500	04/22/2019
PERLMUTTER, EDWIN G	House of Reps	Democrat	CO	07	P	$2,500	09/06/2019
PORTMAN, ROB THE HONORA	Senate	Republican	OH	--	P	$2,500	01/09/2020
REED, JOHN F.	Senate	Democrat	RI	--	G	$2,500	03/04/2020
ROUNDS, MIKE	Senate	Republican	SD	--	P	$1,000	06/04/2019
SCALISE, STEVE MR	House of Reps	Republican	LA	01	P	$2,500	06/14/2019
SCOTT, TIMOTHY E	Senate	Republican	SC	--	P	$1,500	01/23/2020
SHERMAN, BRAD	House of Reps	Democrat	CA	30	P	$2,500	02/12/2020
SMITH, TINA	Senate	Democrat	MN	--	P	$2,500	04/04/2019
SMITH, TINA	Senate	Democrat	MN	--	G	$2,500	03/11/2020
TILLIS, THOM R. SEN.	Senate	Republican	NC	--	P	$2,500	01/09/2020
TIMMONS, WILLIAM R IV	House of Reps	Republican	SC	04	P	$2,500	02/24/2020
TOOMEY, PATRICK JOSEPH	Senate	Republican	PA	--	P	$2,500	01/23/2020
VAN HOLLEN, CHRIS	Senate	Democrat	MD	--	P	$2,500	06/04/2019
WAGNER, ANN L.	House of Reps	Republican	MO	02	P	$1,500	02/12/2020
WAGNER, ANN L.	House of Reps	Republican	MO	02	P	$1,000	06/04/2019
WALORSKI SWIHART, JACKIE	House of Reps	Republican	IN	02	P	$2,500	10/08/2019
WARNER, MARK ROBERT	Senate	Democrat	VA	--	P	$2,500	08/15/2019
WATERS, MAXINE	House of Reps	Democrat	CA	43	G	$5,000	03/04/2020
WILSON, FREDERICA S	House of Reps	Democrat	DC	24	P	$2,500	02/24/2020
WYDEN, RONALD LEE	Senate	Democrat	OR	--	P	$5,000	10/29/2019
YOUNG, TODD CHRISTOPHER	Senate	Republican	IN	--	P	$2,500	02/12/2020