Financial Services Institute is focused on creating a healthier, more business-friendly regulatory environment for they members, which are independent financial services firms and independent financial advisers they provide inexpensive, unbiased advice to hardworking. They goal is regardless of their financial situation, to have access toprofessional and inexpensive financial advice, products, and services provided by financial adviser linked with an financial services organization.

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Financial Services Institute (FSI)

Financial Services Institute (FSI)'s headquarters in Washington, DC, United States

Dale E. Brown

David Bellaire

Mandy Halbur

Kathryn Anderson

Jeremy Bronheim

The Leadership Team at Financial Services Institute (FSI) is responsible for steering the organization’s strategic direction, overseeing regulatory affairs, and ensuring operational excellence. They advocate for a fair and efficient regulatory environment, manage legal and corporate relations, and provide guidance to ensure that members can offer professional and affordable financial advice.

Leadership Team

The Regulatory and Legal Affairs Team at Financial Services Institute (FSI) is responsible for navigating and influencing federal regulatory and legislative landscapes to advocate for a fair and business-friendly environment for their members. This team engages in policy analysis, regulatory compliance, and legal advisory services to ensure that independent financial services firms and advisers can continue to provide affordable, unbiased advice to individuals regardless of their financial situation.

Financial Services Institute (FSI)

Org chart

Teams

Leadership Team

Regulatory and Legal Affairs

Offices

Financial Services Institute (FSI)

Org chart

Teams

Leadership Team

Regulatory and Legal Affairs

Offices

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