FINANCIAL PLANNING ASSOCIATION POLITICAL ACTION COMMITTEE
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
Name	FINANCIAL PLANNING ASSOCIATION POLITICAL ACTION COMMITTEE
Connected Organization Name	--
Address	P.O. BOX 75357 WASHINGTON, DC 20013
Interest Group Category	Trade/Memership/Health
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 PLANNING ASSOCIATION POLITICAL ACTION COMMITTEE

Through 12/31/2018

Category	$ Dollar Amount
Total Receipts	$74,427
Transfers From Affiliates	$0
Contributions From Individuals	$74,427
Contributions From Other Political Committees	$0
Total Loans Received	$0
Total Disbursements	$94,132
Transfers To Affiliates	$0
Refunds To Individuals	$150
Refunds to Committees	$0
Loan Repayments	$0
Beginning Cash	$55,605
Ending Cash	$35,900
Debts Owed By	$0
Nonfederal Transfers Received	$0
Contributions Made To Other Committees	$79,500
Independent Expenditures Made	$0
Party Coordinated Expenditures Made	$0
Nonfederal Share of Expenditures	$0

Top 100 Donations/Contributions in the 2018 Election Cycle
FINANCIAL PLANNING ASSOCIATION POLITICAL ACTION COMMITTEE

Name/ Location	Employer/ Occupation	Contribution $ Amount	Primary/ General	Date
YESKE, DAVE DR. SAN FRANCISCO, CA 94104	Yeske Buie/Financial Planner	$5,000	P	05/07/2018
YESKE, DAVE DR. SAN FRANCISCO, CA 94104	Yeske Buie/Financial Planner	$5,000	P	10/08/2018
KURTZ, MARTIN MOLINE, IL 61265	The Planning Center/Founder/President	$2,500	P	05/10/2017
KURTZ, MARTIN MOLINE, IL 61265	The Planning Center/Founder/President	$2,500	P	10/05/2017
YESKE, DAVE DR. SAN FRANCISCO, CA 94104	Yeske Buie/Financial Planner	$2,500	P	10/09/2017
KURTZ, MARTIN MOLINE, IL 61265	The Planning Center/Founder/President	$2,500	P	05/02/2018
KURTZ, MARTIN MOLINE, IL 61265	The Planning Center/Founder/President	$2,500	P	10/08/2018
FITZGERALD, CHARLES E III ORLANDO, FL 32801	Moisand Fitzgerald Tamayo/Principal And Financial Advisor	$1,500	P	10/08/2018
POWER, JOHN R WALPOLE, MA 02081	Power Plans/Financial Planner	$1,000	P	02/25/2017
ZOHLEN, EVELYN M. HUNTINGTON BEACH, CA 92649	Inspired Financial/President	$1,000	P	05/10/2017
SCHWEISS, SKIP DENVER, CO 80202	Td Ameritrade Institutional/Managing Director	$1,000	P	06/15/2017
STANZAK, JANET BLOOMINGTON, MN 55420	Financial Empowerment Llc/Certified Financial Planner	$1,000	P	09/14/2017
ARMSTRONG, ALEXANDRA WASHINGTON, DC 20007	Armstrong Fleming & Moore, Inc/Chairman	$1,000	P	10/05/2017
CLARKE, GREGG E. LARKSPUR, CA 94939	Meritas Wealth Management/Financial Advisor	$1,000	P	10/05/2017
FITZGERALD, CHARLES E III ORLANDO, FL 32801	Moisand Fitzgerald Tamayo/Principal And Financial Advisor	$1,000	P	10/05/2017
FERRARA, V. RAYMOND CLEARWATER, FL 33756	Provise Management Group Llc/President And Ceo	$1,000	P	01/18/2018
MOORE, FRANKLIN S. ANN ARBOR, MI 48104	Vintage Financial Services/Founder	$1,000	P	01/22/2018
POWER, JOHN R WALPOLE, MA 02081	Power Plans/Financial Planner	$1,000	P	03/07/2018
ZOHLEN, EVELYN M. HUNTINGTON BEACH, CA 92649	Inspired Financial/President	$1,000	P	03/11/2018
COLMAN, RICHARD K. CARLISLE, MA 01741	Colman Knight Advisory Group/Financial Advisor	$1,000	P	05/02/2018
KIRCHENBAUER, LISA AK ARLINGTON, VA 22203	Omega Wealth Management/President	$1,000	P	05/02/2018
JONES, TROY E. OKLAHOMA CITY, OK 73116	Access Financial Resources/Certified Financial Planner	$1,000	P	05/07/2018
KAHAN, SCOTT M CHAPPAQUA, NY 10514	Financial Asset Management/President And Senior Financial Planner	$750	P	10/05/2017
CRAIGIE, CAROL S. PARKER, CO 80134	Fiscal Fitness Clubs America/Financial Planner	$500	P	02/27/2017
DOWD, ANN COHASSET, MA 02025	Fidelity Investments/Vp	$500	P	03/04/2017
SANDY, PAMELA CLEVELAND, OH 44107	Confiance, Llc/Ceo & Founder	$500	P	03/24/2017
CROSBY, JOHN J MIDDLETOWN, NJ 07748	Individual Financial Services/Director	$500	P	04/26/2017
GOTT, KACY LARKSPUR, CA 94939	Meritas Wealth Management/Senior Financial Planner	$500	P	04/26/2017
GJERTSEN, EDWARD W. II NORTHFIELD, IL 60093	Mack Investment Securities/Vice President	$500	P	06/15/2017
JOHNSON, STEPHEN D LOS ALTOS, CA 94022	Johnson Lyman Wealth Advisors/Chairman	$500	P	07/11/2017
GOTT, KACY LARKSPUR, CA 94939	Meritas Wealth Management/Senior Financial Planner	$500	P	10/05/2017
MOISAND, DANIEL B MELBOURNE, FL 32940	Moisand Fitzgerald Tamayo/Principal, Financial Advisor	$500	P	10/05/2017
SANDY, PAMELA CLEVELAND, OH 44107	Confiance, Llc/Ceo & Founder	$500	P	10/12/2017
DILIBERTO, ROY NAPLES, NJ 34119	Rtd Financial Advisors/Financial Planner	$500	P	10/13/2017
NICOLETTE, NICHOLAS A MONTAGUE, NJ 07827	Sterling Financial Group/Founder/Principal/Cfp	$500	P	10/19/2017
BRANHAM, MICHAEL A BURNSVILLE, MN 55337	The Planning Center/Financial Planner And Strategist	$500	P	11/02/2017
FITZHUGH, MICHAEL SAN FRANCISCO, CA 94111	Aspiriant/Principal	$500	P	01/19/2018
WEIL, CURT PALO ALTO, CA 94301	Fpa Of California/President	$500	P	01/23/2018
BRIDGES, KIMBERLY A DR. KANSAS CITY, MO 64106	The Commerce Trust Company/Senior Financial Planner	$500	P	03/08/2018
KELLER, KEVIN R WASHINGTON, DC 20005	Cfp Board Of Standards/Ceo	$500	P	03/12/2018
NICOLETTE, NICHOLAS A MONTAGUE, NJ 07827	Sterling Financial Group/Founder/Principal/Cfp	$500	P	05/02/2018
CROSBY, JOHN J MIDDLETOWN, NJ 07748	Individual Financial Services/Director	$500	P	05/31/2018
JOHNSON, STEPHEN D LOS ALTOS, CA 94022	Johnson Lyman Wealth Advisors/Chairman	$500	P	06/21/2018
BALUNEK, MOLLY BERNET CLEVELAND, OH 44122	Laurel Tree Advisors/Advisor, President	$500	P	06/22/2018
THOMPSON, MAUREEN A ARLINGTON, VA 22201	Cfp Board Of Standards/Vp, Public Policy	$500	P	06/22/2018
SANDY, PAMELA CLEVELAND, OH 44107	Confiance, Llc/Ceo & Founder	$500	P	09/20/2018
ARMSTRONG, STUART H II NEEDHAM HEIGHTS, MA 02494	Centinel Financial Group, Llc/Financial Planner	$500	P	10/08/2018
FERRARA, V. RAYMOND CLEARWATER, FL 33756	Provise Management Group Llc/President And Ceo	$500	P	11/09/2018
DEOLIVEIRA, DIANE MT. ARLINGTON, NJ 07856	Nisivoccia Llp/Wealth Management Advisor	$500	P	11/27/2018
DEOLIVEIRA, DIANE MT. ARLINGTON, NJ 07856	Nisivoccia Llp/Wealth Management Advisor	$475	P	09/23/2017
SHOCKLEY, MICHAEL DALLAS, TX 75225	Rgt Wealth Advisors/Financial Advisor	$400	P	05/07/2018
SEAY, MARTIN C DR. MANHATTAN, KS 66506	Kansas State University/Assistant Professor	$250	P	02/27/2017
JOHANNESSEN, MARK E ROCKVILLE, MD 20852	Sullivan Bruyette/Financial Planner	$250	P	05/08/2017
PIKE, SHANNON J. HOUSTON, TX 77056	Tanglewood Legacy Advisors/Vice President	$250	P	05/10/2017
TOWER, KRIS DENVER, CO 80237	American Portfolios/Managing Director/Cfp	$250	P	06/15/2017
DRAUGHON, CHRISTOPHER S ST. AUGUSTINE, FL 32084	First Coast Wealth Advisors/Director Of Financial Planning	$250	P	06/19/2017
RATCLIFF, WILLIAM PHILLIP GAHANNA, OH 43230	Rebel Financial/Financial Advisor	$250	P	06/19/2017
SANDY, PAMELA CLEVELAND, OH 44107	Confiance, Llc/Ceo & Founder	$250	P	06/20/2017
THOMPSON, MAUREEN A ARLINGTON, VA 22201	Cfp Board Of Standards/Vp, Public Policy	$250	P	07/11/2017
JOHANNESSEN, MARK E ROCKVILLE, MD 20852	Sullivan Bruyette/Financial Planner	$250	P	10/05/2017
SALMEN, RICHARD OVERLAND PARK, KS 66210	Bok Financial/Financial Planner	$250	P	10/05/2017
SEAY, MARTIN C DR. MANHATTAN, KS 66506	Kansas State University/Assistant Professor	$250	P	10/05/2017
THOMSON, AL ARLINGTON, VA 22207	Thomson Management Group/President	$250	P	10/05/2017
ROJECK, RICHARD RANCHO SANTA FE, CA 92067	Sagemark Advisors/Financial Advisor	$250	P	10/20/2017
NARDONE, LAURIE LARKSPUR, CA 94939	Shira Ridge Wealth Management/Managing Principal	$250	P	11/09/2017
KUBEY, PHYLLIS JO NEW YORK, NY 10025	Self-Employed/Tax Preparation	$250	P	11/18/2017
KUBEY, PHYLLIS JO NEW YORK, NY 10025	Self-Employed/Tax Preparation	$250	P	01/20/2018
SANDY, PAMELA CLEVELAND, OH 44107	Confiance, Llc/Ceo & Founder	$250	P	01/31/2018
PIKE, SHANNON J. HOUSTON, TX 77056	Tanglewood Legacy Advisors/Vice President	$250	P	04/17/2018
SANDY, PAMELA CLEVELAND, OH 44107	Confiance, Llc/Ceo & Founder	$250	P	04/25/2018
HARRIS, WILLIAM M DUXBURY, MA 02331	Wh Cornerstone Investments/Financial Planner	$250	P	05/02/2018
POTTS, TOM L WACO, TX 76712	Baylor University/Professor	$250	P	05/02/2018
DRAUGHON, CHRISTOPHER S ST. AUGUSTINE, FL 32084	First Coast Wealth Advisors/Director Of Financial Planning	$250	P	05/08/2018
QUIGLEY, SUSAN GARDEN CITY, NY 11530	Self Employed/Certified Financial Planner	$250	P	05/30/2018
RATCLIFF, WILLIAM PHILLIP GAHANNA, OH 43230	Rebel Financial/Financial Advisor	$250	P	06/06/2018
SCHADLE, LAUREN M DENVER, CO 80231	Financial Planning Association/Executive Director & Ceo	$250	P	06/13/2018
SCHWEISS, SKIP DENVER, CO 80202	Td Ameritrade Institutional/Managing Director	$250	P	07/02/2018
MOORE, FRANKLIN S. ANN ARBOR, MI 48104	Vintage Financial Services/Founder	$250	P	08/09/2018
GJERTSEN, EDWARD W. II NORTHFIELD, IL 60093	Mack Investment Securities/Vice President	$250	P	10/08/2018
JOHANNESSEN, MARK E ROCKVILLE, MD 20852	Sullivan Bruyette/Financial Planner	$250	P	10/08/2018
SEAY, MARTIN C DR. MANHATTAN, KS 66506	Kansas State University/Assistant Professor	$250	P	10/08/2018
NICOLETTE, NICHOLAS A PORT JERVIS, NY 12771	Sterling Financial Group/Founder/Principal/Cfp	$250	P	10/17/2018
TILLMAN, HARRY BOLIVIA, NC 28422	Insight Private Advisors/Financial Planner	$250	P	10/23/2018
KATZ, DAVID NEW YORK, NY 10024	Charles Schwab/Associate Financial Consultant	$225	P	01/04/2018
BRIDGES, KIMBERLY A DR. KANSAS CITY, MO 64106	The Commerce Trust Company/Senior Financial Planner	$200	P	10/04/2018
TOWER, KRIS DENVER, CO 80237	American Portfolios/Managing Director/Cfp	$100	P	09/26/2017
SHOCKLEY, MICHAEL DALLAS, TX 75225	Rgt Wealth Advisors/Financial Advisor	$100	P	10/05/2018
SCHWEISS, SKIP DENVER, CO 80202	Td Ameritrade Institutional/Managing Director	$50	P	07/06/2018
SCHWEISS, SKIP DENVER, CO 80202	Td Ameritrade Institutional/Managing Director	$50	P	10/19/2018
CROSBY, JOHN J MIDDLETOWN, NJ 07748	Individual Financial Services/Director	$25	P	07/26/2017

Political Candidates Receiving Contributions in the 2018 Election Cycle from
FINANCIAL PLANNING ASSOCIATION POLITICAL ACTION COMMITTEE

Candidate Name	Office	Party	State	District	Primary/ General	$ Dollar Amount	Date
BROWN, SHERROD	Senate	Democrat	OH	--	G	$2,500	03/27/2017
CORKER, ROBERT P JR	Senate	Republican	TN	--	P	$2,500	06/21/2017
CORNYN, JOHN	Senate	Republican	TX	--	P	$2,500	06/21/2017
CORNYN, JOHN	Senate	Republican	TX	--	P	$2,500	10/10/2018
CRAPO, MICHAEL D	Senate	Republican	DC	--	P	$2,500	06/21/2017
CRAPO, MICHAEL D	Senate	Republican	DC	--	P	$2,500	06/13/2018
DUFFY, SEAN	House of Reps	Republican	WI	07	P	$1,000	06/20/2017
DUFFY, SEAN	House of Reps	Republican	WI	07	G	$1,000	10/10/2018
DURBIN, RICHARD J	Senate	Democrat	IL	--	P	$2,500	10/10/2018
DURBIN, RICHARD J	Senate	Democrat	IL	--	G	$2,500	06/21/2017
FOSTER, G. WILLIAM (BILL)	House of Reps	Democrat	IL	11	P	$1,000	06/20/2017
FOSTER, G. WILLIAM (BILL)	House of Reps	Democrat	IL	11	G	$1,000	06/13/2018
HECK, DENNIS	House of Reps	Democrat	WA	10	P	$1,000	06/20/2017
HECK, DENNIS	House of Reps	Democrat	WA	10	G	$1,000	10/10/2018
HEITKAMP, HEIDI	Senate	Democrat	ND	--	G	$2,500	10/10/2018
HELLER, DEAN	Senate	Republican	NV	--	G	$2,500	06/13/2018
HENSARLING, JEB HON.	House of Reps	Republican	TX	05	P	$1,000	06/21/2017
HOYER, STENY	House of Reps	Democrat	MD	05	P	$1,000	06/13/2018
HOYER, STENY	House of Reps	Democrat	MD	05	P	$1,000	06/20/2017
HUIZENGA, WILLIAM P	House of Reps	Republican	MI	02	P	$1,000	06/21/2017
HUIZENGA, WILLIAM P	House of Reps	Republican	MI	02	G	$1,000	10/10/2018
KING, PETE	House of Reps	Republican	NY	02	G	$1,000	10/10/2018
MALONEY, CAROLYN B.	House of Reps	Democrat	NY	12	P	$1,000	06/20/2017
MALONEY, CAROLYN B.	House of Reps	Democrat	NY	12	G	$1,000	10/10/2018
MCCARTHY, KEVIN	House of Reps	Republican	CA	23	G	$1,000	10/10/2018
MCCONNELL, MITCH	Senate	Republican	KY	--	P	$2,500	10/10/2018
MCCONNELL, MITCH	Senate	Republican	KY	--	P	$2,500	06/21/2017
MENENDEZ, ROBERT	Senate	Democrat	NJ	--	G	$2,500	06/13/2018
MURRAY, PATTY	Senate	Democrat	WA	--	P	$2,500	06/21/2017
PELOSI, NANCY	House of Reps	Democrat	CA	12	P	$1,000	06/21/2017
PELOSI, NANCY	House of Reps	Democrat	CA	12	G	$1,000	10/10/2018
POLIQUIN, BRUCE L	House of Reps	Republican	ME	02	G	$1,000	10/10/2018
REED, JOHN F	Senate	Democrat	RI	--	G	$2,500	10/10/2018
ROYCE, ED MR.	House of Reps	Republican	CA	39	P	$1,000	06/21/2017
RYAN, PAUL D.	House of Reps	Republican	WI	01	P	$1,000	06/21/2017
SASSE, BENJAMIN E	Senate	Republican	NE	--	P	$2,500	06/21/2017
SCALISE, STEVE MR	House of Reps	Republican	LA	01	P	$1,000	06/21/2017
SCALISE, STEVE MR	House of Reps	Republican	LA	01	G	$1,000	10/10/2018
SCHUMER, CHARLES E	Senate	Democrat	NY	--	P	$2,500	06/21/2017
SCHUMER, CHARLES E	Senate	Democrat	NY	--	P	$2,500	10/10/2018
SCOTT, TIMOTHY E	Senate	Republican	SC	--	P	$2,500	10/10/2018
SHELBY, RICHARD C	Senate	Republican	AL	--	P	$2,500	10/10/2018
SINEMA, KYRSTEN	House of Reps	Democrat	AZ	09	P	$1,000	06/20/2017
SINEMA, KYRSTEN	House of Reps	Democrat	AZ	09	G	$1,000	10/10/2018
TIPTON, SCOTT R.	House of Reps	Republican	CO	03	P	$1,000	06/13/2018
TIPTON, SCOTT R.	House of Reps	Republican	CO	03	P	$1,000	06/20/2017
TOOMEY, PATRICK JOSEPH	Senate	Republican	PA	--	P	$2,500	10/10/2018
WARREN, ELIZABETH	Senate	Democrat	MA	--	G	$2,500	10/10/2018
WARREN, ELIZABETH	Senate	Democrat	MA	--	P	$2,500	06/21/2017
WATERS, MAXINE	House of Reps	Democrat	CA	43	P	$1,000	06/21/2017
WATERS, MAXINE	House of Reps	Democrat	CA	43	G	$1,000	10/10/2018