FINANCIAL PLANNING ASSOCIATION POLITICAL ACTION COMMITTEE
Political Action Committee
Campaign Contribution Details
2008 Election Cycle

Committee Information
Download all of the 2008 Individual Contribution Records for this Committee to a Spreadsheet or Other File Type
Name	FINANCIAL PLANNING ASSOCIATION POLITICAL ACTION COMMITTEE
Connected Organization Name	FINANCIAL PLANNING ASSOCIATION
Address	1600 K St. NW Suite 201 Washington, DC 20006
Interest Group Category	Trade/Memership/Health
Affiliated Party	--
Affiliated Candidate	--
Download all of the 2008 Individual Contribution Records for this Committee to a Spreadsheet or Other File Type

Financial Details in the 2008 Election Cycle
FINANCIAL PLANNING ASSOCIATION POLITICAL ACTION COMMITTEE

Through 12/31/2009

Category	$ Dollar Amount
Total Receipts	$176,168
Transfers From Affiliates	$0
Contributions From Individuals	$166,168
Contributions From Other Political Committees	$10,000
Total Loans Received	$0
Total Disbursements	$109,750
Transfers To Affiliates	$0
Refunds To Individuals	$0
Refunds to Committees	$0
Loan Repayments	$0
Beginning Cash	$87,655
Ending Cash	$152,968
Debts Owed By	$0
Nonfederal Transfers Received	$0
Contributions Made To Other Committees	$109,750
Independent Expenditures Made	$0
Party Coordinated Expenditures Made	$0
Nonfederal Share of Expenditures	$0

Top 100 Donations/Contributions in the 2008 Election Cycle
FINANCIAL PLANNING ASSOCIATION POLITICAL ACTION COMMITTEE

Name/ Location	Employer/ Occupation	Contribution $ Amount	Primary/ General	Date
Ferrara, V. Raymond Mr. Belleair, FL 33756	Provise Management Group, LLC/Presi	$5,000	P	07/21/2008
Ferrara, V. Raymond Mr. Belleair, FL 33756	Provise Management Group, LLC/Presi	$5,000	P	05/30/2007
Gamble, David P. Mr. Plano, TX 75093	PPG Investments, LLC/President	$5,000	P	05/16/2007
Katz, Deena B. Dr. Lubbock, TX 79416	Texas Tech University/President	$5,000	P	06/04/2008
Moisand, Daniel B. Mr. Melbourne, FL 32940	Spraker, Ftizgerald, Tamayo, and Mo	$5,000	P	02/26/2008
Johnson, Steve D. Mr. Half Moon Bay, CA 94019	JohnsonMarotta/President	$4,000	P	10/07/2008
Johnson, Steve D. Mr. Half Moon Bay, CA 94019	JohnsonMarotta/President	$3,000	P	06/14/2007
Moisand, Daniel B. Mr. Melbourne, FL 32940	Spraker, Ftizgerald, Tamayo, and Mo	$2,000	P	07/27/2007
Moisand, Daniel B. Mr. Melbourne, FL 32940	Spraker, Ftizgerald, Tamayo, and Mo	$2,000	P	05/02/2007
Gott, Kenneth C. Mr. Oakland, CA 94611	Kochis Fitz/Principal	$1,200	P	09/25/2007
Armstrong, Alexandra Ms. Washington, DC 20036	Armstrong, Fleming, and Moore, Inc.	$1,000	P	11/06/2008
Armstrong, Alexandra Ms. Washington, DC 20007	Armstrong, Fleming, and Moore, Inc.	$1,000	P	09/10/2007
Bedel, Elaine E. Ms. Indianapolis, IN 46234	Bedel Financial/President	$1,000	P	06/06/2008
Brandon, E. Denby Mr. Jr. Memphis, TN 38117	Brandon Financial Planning, Inc./Ch	$1,000	P	06/04/2007
Clark, Randall D. Mr. Carmel, IN 46033	The Windsor Group, Ltd./Financial P	$1,000	P	07/09/2007
Coombs, Colin B. Mr. Longview, WA 98632	Self-Employed/Financial Planner	$1,000	P	05/15/2007
Dixon, John Mr. West Palm Beach, FL 33416	Mutual Service Corporation/Financia	$1,000	P	04/25/2008
Eddy, Shaun M. Mr. Columbia, MD 21044	Strategic Wealth Management Group/F	$1,000	P	05/09/2008
Fenn, Brian H. Mr. Charlotte, NC 28226	Carolina Capital Consulting Inc./Fi	$1,000	P	12/19/2007
Fitch, Claudia Ms. San Francisco, CA 94123	Fitch Advisors/Financial planner	$1,000	P	08/28/2007
Fitz, Linda J. Ms. San Francisco, CA 94114	Kochis Fitz/Principal	$1,000	P	09/26/2007
Frater, Robert Mr. Houston, TX 77027	Houston Asset Management, Inc./Fina	$1,000	P	05/15/2007
Gott, Kenneth C. Mr. Oakland, CA 94611	Kochis Fitz/Principal	$1,000	P	05/15/2007
Johnson, Steve D. Mr. Half Moon Bay, CA 94019	JohnsonMarotta/President	$1,000	P	01/08/2008
Johnson, Steve D. Mr. Half Moon Bay, CA 94019	JohnsonMarotta/President	$1,000	P	05/15/2007
Johnson, Steve D. Mr. Half Moon Bay, CA 94019	JohnsonMarotta/President	$1,000	P	01/31/2007
Kobes, Janie Sieglitz Ms. Conroe, TX 77301	Kobes Financial Planning Services/O	$1,000	P	05/15/2007
Kurtz, Martin Mr. Davenport, IA 52804	Then Planning Center/Financial Plan	$1,000	P	05/15/2007
Longstaff, John S. Mr. Fresno, CA 93720	Beechwood Advisory Group, LLC/Finan	$1,000	P	09/25/2007
Mikulis, Dwight A. Mr. Columbia, MD 21046	Pinacle Advisory Group/Financial Co	$1,000	P	04/07/2008
Mikulis, Dwight A. Mr. Columbia, MD 21046	Pinacle Advisory Group/Financial Co	$1,000	P	05/15/2007
Moisand, Daniel B. Mr. Melbourne, FL 32940	Spraker, Ftizgerald, Tamayo, and Mo	$1,000	P	11/05/2007
Reinhardt, Cathy A. Ms. Lawrence, KS 66044	Reinhardt Financial Services, Inc./	$1,000	P	12/14/2007
Schaus, Stacy L. Mrs. Northbrook, IL 60062	Hewitt Associates/Principal	$1,000	P	05/22/2007
Tuttle, Marv W. Denver, CO 80210	Journal of Financial Planning/Finan	$1,000	P	10/14/2008
Tuttle, Marvin W. Jr. Centennial, CO 80015	Executive Director and CEO/Financia	$1,000	P	09/18/2007
Weil, Curt Mr. Palo Alto, CA 94301	Lasecke Weil, LLC/Financial Planner	$1,000	P	05/15/2007
Yeske, David B. Mr. San Francisco, CA 94109	Yeske & Company, Inc./Financial Pla	$1,000	P	09/26/2007
Coombs, Colin B. Mr. Longview, WA 98632	Self-Employed/Financial Planner	$695	P	09/25/2007
Bixby, Heidi M. Ms. Vancouver, WA 98663	Johnson Bixby & Associaties/Financi	$500	P	05/11/2008
Bixby, Heidi M. Ms. Vancouver, WA 98663	Johnson Bixby & Associaties/Financi	$500	P	09/25/2007
Botzman, Lawrence Mr. Somerset, KY 42501	Self-Employed/Financial Planner	$500	P	09/25/2007
Del Monte, Richard M. Mr. Alamo, CA 94507	Del Monte Group, LLC/Director	$500	P	05/08/2008
Diliberto, Roy T. Mr. Fort Myers, FL 33908	RTD Financial Advisors, Inc./Chairm	$500	P	05/14/2008
Eddy, Shaun M. Mr. Columbia, MD 21044	Strategic Wealth Management Group/F	$500	P	05/17/2007
Fitch, Claudia Ms. San Francisco, CA 94123	Fitch Advisors/Financial planner	$500	P	05/09/2008
Fraasa, Reed C. Mr. Riverdale, NJ 07457	Highland Financial Advisors, LLC/CF	$500	P	05/17/2007
Fricke, Brian Mr. Winter Springs, FL 32708	Financial Management Concepts/Finan	$500	P	05/09/2008
Gamble, David P. Mr. Plano, TX 75093	PPG Investments, LLC/President	$500	P	05/08/2008
Greenberg, Robert J. Mr. Irvine, CA 92612	Greenberg Graham Advisors/Financial	$500	P	05/15/2007
Hamilton, Robert Mr. Worthington, OH 43085	PDS Planning, Inc./Financial Planne	$500	P	06/10/2008
Hamilton, Robert Mr. Worthington, OH 43085	PDS Planning, Inc./Financial Planne	$500	P	05/17/2007
Hughes, Bonnie A. Roswell, GA 30076	Self-Employed/President	$500	P	08/27/2008
Hughes, Bonnie A. Roswell, GA 30076	Self-Employed/President	$500	P	05/09/2007
Huxford, David C. Mr. Jr. Oakland, MD 21550	Financial Computer Support, In/Fina	$500	P	07/26/2007
Kurtz, Martin Mr. Davenport, IA 52804	Then Planning Center/Financial Plan	$500	P	09/25/2007
Maloney Stifler, Karin Ms. Hudson, OH 44236	Tre Wealth Advisors, LLC/Financial	$500	P	05/12/2008
Mayo, Rick Mr. Virginia Beach, VA 23452	Raymond James Financial Services, I	$500	P	05/12/2008
Moran, William J. Mr. Minnetonka, MN 55345	American Express/Financial Advisor	$500	P	05/18/2007
Neuenschwander, J. Allen Mr. Houston, TX 77060	Outlook Financial Group, LLC/CPA	$500	P	05/08/2008
Nicolette, Nicholas A. Mr. Port Jervis, NY 12771	Sterling Financial Group/Financial	$500	P	10/03/2008
Nicolette, Nicholas A. Mr. Port Jervis, NY 12771	Sterling Financial Group/Financial	$500	P	06/15/2007
Putney, Charles A. Mr. Walnut Creek, CA 94596	Putney Financial Advisors/Senior Ad	$500	P	05/15/2007
Schaus, Stacy L. Mrs. Northbrook, IL 60062	Hewitt Associates/Principal	$500	P	10/04/2008
Siesta, Martin J. Mr. Maplewood, NJ 07040	Compass Wealth Management, LLC/Fina	$500	P	05/14/2007
Thompson, Duane R. Mr. Kensington, MD 20895	Financial Planning Association/Lobb	$500	P	04/08/2008
Ungar, Alan B. Mr. Thousand Oaks, CA 91360	Critical Capital Management, Inc./P	$500	P	05/15/2007
Van Zutphen, Cornelius H. Mr. Jr. Scottsdale, AZ 85257	Delta Ventures Financial Counsel, I	$500	P	09/25/2007
Wyman, Timothy Mr. Bloomfield Hills, MI 48301	Raymond James/Financial Planner	$500	P	05/23/2008
Wyman, Timothy Mr. Bloomfield Hills, MI 48301	Raymond James/Financial Planner	$500	P	05/10/2007
Moran, William J. Mr. Minnetonka, MN 55345	American Express/Financial Advisor	$400	P	01/14/2007
Barnash, James A. Mr. Northbrook, IL 60062	Lincoln Financial Advisors/Field Vi	$395	P	06/06/2008
Fitch, Claudia Ms. San Francisco, CA 94123	Fitch Advisors/Financial planner	$300	P	02/15/2008
Haubrich, Michael Mr. Racine, WI 53406	Financial Service Group, Inc./Presi	$300	P	05/09/2008
Hogan, Paula H. Ms. Milwaukee, WI 53211	Hogan Financial Management, LLC/Fin	$300	P	05/30/2007
Lee, Richard R. Mr. Dallas, TX 75251	President/Lee Financial Corporation	$300	P	08/31/2007
Moore, Franklin S. Mr. Ann Arbor, MI 48104	Vintage Financial Services/Investme	$300	P	05/14/2007
Alderson, Martha E. Los Gatos, CA 95033	Self-Employed/Financial Planner	$250	P	11/02/2007
Alkire, Charles G. Mr. Osprey, FL 34229	Self-Employed/Financial Planner	$250	P	05/08/2007
Auslander, Paul H. Mr. Orlando, FL 32828	American Financial Advisors/Chairma	$250	P	10/14/2008
Barnash, James A. Mr. Northbrook, IL 60062	Lincoln Financial Advisors/Field Vi	$250	P	03/12/2007
Barry, Dan Mr. Arlington, VA 22201	Financial Planning Association/Dire	$250	P	09/18/2007
Bedel, Elaine E. Ms. Indianapolis, IN 46234	Bedel Financial/President	$250	P	09/26/2007
Benningfield, Milo M. Mr. San Francisco, CA 94129	Benningfield Financial Advisors/Fin	$250	P	05/08/2008
Beriss, Michael S. Mr. Chevy Chase, MD 20815	Ameriprise Financial Advisors/Senio	$250	P	09/28/2007
Buie, Elissa Ms. Vienna, VA 22181	Financial Planning Group, Inc./Pres	$250	P	10/14/2008
Burroughs, Reginald W. Mr. Chesterfield, NJ 08515	Mercadien Asset Managment/Financial	$250	P	05/09/2008
Carlyle, Michael Mr. San Diego, CA 92130	Steckler and Wynns Financial Group/	$250	P	02/12/2008
Clarke, Gregg E. Mr. San Rafael, CA 94901	Willow Creek Financial Services, In	$250	P	09/25/2007
Colman, Richard K. Mr. Carlisle, MA 01741	Colman Knight Advisory Group, LLC/P	$250	P	09/24/2008
Day, Kathleen Mrs. Miami, FL 33156	The Richment Group/President, CEO	$250	P	05/15/2007
Driscoll, Kevin I. Mr. Jacksonville, FL 32216	The Driscoll Group, Inc./President	$250	P	05/14/2008
Finke, Mark Mr. Kirkwood, MO 63122	Mengel Surdyke Murhpy & Finke/Finan	$250	P	09/26/2007
Fischer, Michael Mr. Phoenix, AZ 85018	Sequoia Financial Advisors, Inc./Pl	$250	P	05/09/2008
Fraasa, Reed C. Mr. Riverdale, NJ 07457	Highland Financial Advisors, LLC/CF	$250	P	06/06/2008
Francis, Kirk W. Mr. San Antonio, TX 78232	Cross Financial Services/Financial	$250	P	01/31/2007
Haggett, Anne Mrs. Hampton, VA 23661	Lamberti and Associates/SVP & Direc	$250	P	09/26/2007
Heling, Bruce R. Mr. Brookfield, WI 53045	Self-Employed/Financial Planner	$250	P	05/09/2008
Heling, Bruce R. Mr. Brookfield, WI 53045	Self-Employed/Financial Planner	$250	P	05/15/2007
Johannessen, Mark E. Mr. Rockville, MD 20852	Harris SBSB/Managing Director	$250	P	10/14/2008

Political Candidates Receiving Contributions in the 2008 Election Cycle from
FINANCIAL PLANNING ASSOCIATION POLITICAL ACTION COMMITTEE

Candidate Name	Office	Party	State	District	Primary/ General	$ Dollar Amount	Date
BACHUS, SPENCER T.	House of Reps	Republican	AL	06	P	$2,500	10/19/2007
BACHUS, SPENCER T.	House of Reps	Republican	AL	06	G	$1,000	05/14/2007
BACHUS, SPENCER T.	House of Reps	Republican	AL	06	P	$1,500	05/05/2008
BAKER, RICHARD H	House of Reps	Republican	LA	06	G	$1,000	03/19/2007
BARRETT, GRESHAM	House of Reps	Republican	SC	03	G	$1,000	04/18/2008
BAYH, EVAN	Senate	Democrat	IN	--	G	$1,000	10/04/2005
BAYH, EVAN	Senate	Democrat	IN	--	G	$1,000	04/14/2008
BAYH, EVAN	Senate	Democrat	IN	--	G	$1,000	02/11/2008
BENNETT, ROBERT F	Senate	Republican	UT	--	G	$1,000	02/11/2008
BENNETT, ROBERT F	Senate	Republican	UT	--	G	$1,000	09/27/2006
BENNETT, ROBERT F	Senate	Republican	UT	--	G	$1,000	04/14/2008
BENNETT, ROBERT F	Senate	Republican	UT	--	G	$1,000	05/21/2007
BOREN, DAVID D	House of Reps	Democrat	OK	02	P	$1,000	10/31/2007
BOREN, DAVID D	House of Reps	Democrat	OK	02	G	$1,000	09/09/2008
CAPUANO, MICHAEL E	House of Reps	Democrat	MA	08	G	$1,000	05/21/2007
CASEY, ROBERT P JR	Senate	Democrat	PA	--	P	$1,000	10/31/2007
CASTLE, MICHAEL N	House of Reps	Republican	DE	01	G	$1,000	03/26/2007
CASTLE, MICHAEL N	House of Reps	Republican	DE	01	G	$1,000	04/16/2008
DEMINT, JAMES W	Senate	Republican	SC	--	G	$1,000	04/18/2008
DODD, CHRISTOPHER J	Senate	Democrat	CT	--	G	$2,500	06/19/2007
DODD, CHRISTOPHER J	Senate	Democrat	CT	--	P	$1,500	04/16/2008
DODD, CHRISTOPHER J	Senate	Democrat	CT	--	G	$1,000	06/10/2008
DOLE, ELIZABETH	Senate	Republican	NC	--	G	$1,000	04/23/2008
DOLE, ELIZABETH	Senate	Republican	NC	--	G	$1,000	05/21/2007
DOLE, ELIZABETH	Senate	Republican	NC	--	P	$1,000	12/04/2007
DOLE, ELIZABETH	Senate	Republican	NC	--	G	$1,000	09/09/2008
DURBIN, RICHARD J	Senate	Democrat	IL	--	P	$1,000	10/31/2007
ENGLISH, PHILIP S.	House of Reps	Republican	PA	03	G	$500	09/22/2008
ENZI, MICHAEL B	Senate	Republican	WY	--	G	$1,000	04/18/2007
ENZI, MICHAEL B	Senate	Republican	WY	--	G	$1,000	02/11/2008
ENZI, MICHAEL B	Senate	Republican	WY	--	G	$1,000	10/10/2005
ENZI, MICHAEL B	Senate	Republican	WY	--	G	$1,000	04/14/2008
FRANK, BARNEY	House of Reps	Democrat	MA	04	G	$1,000	05/21/2007
FRANK, BARNEY	House of Reps	Democrat	MA	04	G	$1,000	03/26/2007
FRANK, BARNEY	House of Reps	Democrat	MA	04	G	$2,000	09/12/2008
FRANK, BARNEY	House of Reps	Democrat	MA	04	P	$3,000	09/12/2008
GRASSLEY, CHARLES E	Senate	Republican	IA	--	G	$1,000	09/29/2008
HAGEL, CHARLES T	Senate	Republican	NE	--	G	$1,000	04/27/2007
HALL, JOHN JOSEPH	House of Reps	Democrat	NY	19	G	$1,000	03/19/2008
HENSARLING, JEB HON.	House of Reps	Republican	TX	05	G	$1,000	04/24/2007
HENSARLING, JEB HON.	House of Reps	Republican	TX	05	G	$1,000	03/19/2007
HINOJOSA, RUBEN E.	House of Reps	Democrat	TX	15	G	$1,000	03/06/2007
HINOJOSA, RUBEN E.	House of Reps	Democrat	TX	15	G	$1,000	04/23/2008
HOYER, STENY HAMILTON	House of Reps	Democrat	MD	05	G	$2,000	03/06/2007
HOYER, STENY HAMILTON	House of Reps	Democrat	MD	05	G	$2,000	09/09/2008
JOHNSON, TIM	Senate	Democrat	SD	--	G	$1,000	10/10/2005
JOHNSON, TIM	Senate	Democrat	SD	--	G	$1,000	04/15/2008
JOHNSON, TIM	Senate	Democrat	SD	--	G	$1,000	06/27/2006
JOHNSON, TIM	Senate	Democrat	SD	--	G	$1,000	04/15/2008
JOHNSON, TIM	Senate	Democrat	SD	--	G	$1,000	02/12/2008
KANJORSKI, PAUL E.	House of Reps	Democrat	PA	11	G	$1,000	07/10/2008
KANJORSKI, PAUL E.	House of Reps	Democrat	PA	11	G	$1,000	02/13/2007
KANJORSKI, PAUL E.	House of Reps	Democrat	PA	11	P	$1,000	12/04/2007
KANJORSKI, PAUL E.	House of Reps	Democrat	PA	11	G	$1,000	10/17/2007
KANJORSKI, PAUL E.	House of Reps	Democrat	PA	11	G	$3,000	09/24/2008
KANJORSKI, PAUL E.	House of Reps	Democrat	PA	11	P	$1,000	10/09/2008
KLEIN, RON	House of Reps	Democrat	FL	22	G	$1,000	06/16/2008
LEWIS, JOHN MR.	House of Reps	Democrat	GA	05	G	$500	09/17/2008
LUCAS, FRANK D	House of Reps	Republican	OK	03	G	$500	04/09/2007
MANZULLO, DONALD A.	House of Reps	Republican	IL	16	G	$1,000	03/26/2007
MARCHANT, KENNY E MR.	House of Reps	Republican	TX	24	P	$1,000	12/04/2007
MARTINEZ, MEL	Senate	Republican	FL	--	G	$1,000	06/18/2007
MARTINEZ, MEL	Senate	Republican	FL	--	P	$1,000	03/14/2008
MCCONNELL, MITCH	Senate	Republican	KY	--	P	$4,000	08/31/2007
MCCONNELL, MITCH	Senate	Republican	KY	--	G	$1,000	08/31/2007
MCCONNELL, MITCH	Senate	Republican	KY	--	G	$1,000	03/07/2008
MERKLEY, JEFFREY ALAN	Senate	Democrat	OR	--	G	$250	08/18/2008
MOORE, DENNIS W	House of Reps	Democrat	KS	03	G	$1,000	03/14/2007
MOORE, GWENDOLYNNE	House of Reps	Democrat	WI	04	G	$1,000	09/09/2008
NELSON, E BENJAMIN	Senate	Democrat	NE	--	G	$1,000	12/19/2007
PELOSI, NANCY	House of Reps	Democrat	CA	08	G	$5,000	09/22/2008
PRYCE, DEBORAH D.	House of Reps	Republican	OH	15	G	$1,000	07/11/2007
PUTNAM, ADAM HUGHES	House of Reps	Republican	FL	12	G	$1,000	03/19/2007
REED, JACK	Senate	Democrat	RI	--	G	$1,000	03/19/2007
REED, JACK	Senate	Democrat	RI	--	G	$1,000	05/21/2007
REED, JACK	Senate	Democrat	RI	--	P	$2,000	03/07/2008
REED, JACK	Senate	Democrat	RI	--	G	$1,000	02/11/2008
REED, JACK	Senate	Democrat	RI	--	G	$1,000	11/02/2005
ROYCE, ED MR	House of Reps	Republican	CA	40	G	$1,000	03/19/2007
SCOTT, DAVID ALBERT	House of Reps	Democrat	GA	13	P	$1,000	12/07/2007
SCOTT, DAVID ALBERT	House of Reps	Democrat	GA	13	G	$1,000	08/18/2008
SERRANO, JOSE E	House of Reps	Democrat	NY	16	G	$1,000	10/09/2007
SHAYS, CHRISTOPHER	House of Reps	Republican	CT	04	G	$1,000	03/19/2007
SHAYS, CHRISTOPHER	House of Reps	Republican	CT	04	G	$1,000	09/09/2008
SHELBY, RICHARD C	Senate	Republican	AL	--	P	$2,000	10/17/2007
SMITH, GORDON HAROLD	Senate	Republican	OR	--	G	$500	09/22/2008
SUNUNU, JOHN E	Senate	Republican	NH	--	G	$2,000	04/27/2007
SUNUNU, JOHN E	Senate	Republican	NH	--	G	$500	08/19/2008
SUNUNU, JOHN E	Senate	Republican	NH	--	G	$1,000	02/11/2008
SUNUNU, JOHN E	Senate	Republican	NH	--	G	$1,000	07/13/2006
SUNUNU, JOHN E	Senate	Republican	NH	--	G	$1,000	04/15/2008
VELAZQUEZ, NYDIA M	House of Reps	Democrat	MD	12	G	$1,000	10/09/2007
WEXLER, ROBERT	House of Reps	Democrat	FL	19	G	$1,000	05/19/2008