National Association of Insurance and Financial Advisors - Iowa


National Association of Insurance and Financial Advisors - Iowa

Founded as the Iowa Association of Life Underwriters; assumed its current name in 1999. NAIFA-IA's mission is to enhance the professional skills, and to promote the ethical conduct of agents and others who assist the public in achieving financial security and independence.

Organization Type:
State or Regional Association
Acronym:
NAIFA
Tax Exempt Status:
501(c)(6)
Industry:
Banking/Finance/Investments, Governments (Local/State/Federal/Foreign), Insurance Industry, Nonprofit, Banking/Credit & Finance/Savings & Loan, State
Year Founded:
1926
Address:
1255 S.W. Prairie Trail Pkwy.
Ankney, IA 50023
Telephone:
Fax:
Website:
Staff:
20
Volunteers:
75
Members:
Nearly 1,000 insurance and financial advisors and industry professionals


Other Addresses

Address:
C/O Johnston Financial Services, LLC
116 W. Bremer Ave., Waverly IA 50677
Telephone:
Website:
Address:
C/O American National
4611 Mortensen Rd., Suite 102, Ames IA 50014
Telephone:
Website:
Address:
200 Second Ave. SE, Cedar Rapids IA 52401
Telephone:
Website:
Address:
C/O Ozark National Life Insurance Company
P.O. Box 3128, Davenport IA 52808
Telephone:
Website:
Address:
C/O True Wealth Stewardship
P.O. Box 885, Marion IA 52302
Telephone:
Website:
Address:
C/O KHI Solutions
5550 Wild Rose Ln., Suite 400, W. Des Moines IA 50266
Telephone:
Website:
Address:
C/O AXA Advisors, LLC
900 Central Ave., Suite 23, Fort Dodge IA 50501
Address:
C/O Thompson & Assoc INC.
517 Erie St., Storm Lake IA 50588
Telephone:
Website:
Address:
C/O APPS Paramedical Services
147 Marion Blvd., Suite A, Marion IA 52302
Telephone:
Website:
Address:
C/O Farm Bureau
816 Fourth Ave., Sheldon IA 51201
Telephone:
Website:
Address:
C/O Country Financial
655 Liberty Way, N. Liberty IA 52317
Telephone:
Website:
Address:
C/O Principal Financial Group
6701 Westown Pkwy., Suite 200, W. Des Moines IA 50266


Financial Snapshot

 

Total revenues: $223,392


Year - 2024
1st-yr growth
1.38%
 
 
 
 
 
Year by Year
Revenue
 
MEMBERSHIP DUES
 
Net gain or (loss)
 
CONVENTION REVENUE
 
Other

Total expenses: $205,890


Year - 2024
1st-yr growth
-5.53%
 
 
 
 
 
Year by Year
Expenses
 
Management fees
 
Lobbying fees
 
Other expenses
 
Other

Total assets: $604,135


Year - 2024
1st-yr growth
4.88%
 
 
 
 
 
Year by Year
Assets
 
Investments in publicly traded securities
 
Cash -- non-interest bearing
 
Savings and temporary cash investments
 
Other

Total Liabilities: $39,339


Year - 2024
1st-yr growth
-47.86%
 
 
 
 
 
Year by Year
Liabilities
 
Deferred revenue
 
Accounts payable and accrued expenses
 
Other liabilities

This association reports using a management firm on their 990 tax documents.



 
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