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Person · officer / director

Angela Lutterman

CFO/COO · Investment Management Consultants Assn INC

CFO/COO at Investment Management Consultants Assn INC. Listed as an officer, director, or key employee across 2 organizations on the Form 990 record.

This is me
Organizations
2
Roles reported
2
Reported compensation
$268K

Who this is

Profile

Everything on the left is verified from the IRS filings. The biography on the right is compiled from public web sources and grounded to that filed record.

✓ Verified from filings
●
Reported as CFO/COO of Investment Management Consultants Assn INC, based in Greenwood Vlg, CO.
●
Received $268K in total reported compensation on the most recent Form 990 (Part VII).
●
Also listed as Treasurer (through June 2024) of Investments & Wealth Foundation, uncompensated.
Facts extracted directly from each organization's Form 990, Part VII.
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Affiliations

Organizations

Linked as the same person by IRS Schedule R, a shared officer mailing address, or shared fellow board members.

Investment Management Consultants Assn INC CFO/COO · $18.7M revenue · Greenwood Vlg, COTO PROVIDE INVESTMENT CONSULTING AND WEALTH MANAGEMENT EDUCATION & CREDENTIALING.pay $245K → $268KFiled FY2024, FY2022, FY2021, FY2020 · Source: Form 990, Part VII
$268Kreported comp
Investments & Wealth Foundation Treasurer (through June 2024) · $143K revenue · Greenwood Vlg, COTO CONVEY SCHOLARSHIPS AND TUITION ASSISTANCE TO QUALIFIED INDIVIDUALS.Filed FY2024 · Source: Form 990, Part VII

Network

Serves alongside

Other officers, directors & key employees at this person's organizations, by latest reported compensation.

S
CEO · FY2024
$562K
T
Chief Revenue Officer · FY2023
$293K
T
CRO & Managing Dr of Sales · FY2022
$242K
R
Clo · FY2024
$241K
J
COO · FY2024
$203K
A
Dir. of Sales & Exec. Dir. Fdtn · FY2024
$203K
D
Clo · FY2021
$182K
C
CMO (thru 11/22) · FY2022
$177K
M
Director of Sales · FY2023
$164K
S
CFO · FY2024
$162K
L
Director of Sales Operations · FY2023
$162K
R
Dir. of Certif. & Gen. Counsel · FY2024
$154K

Network

Recommendations

Written by other verified members of the network — visible once you're a verified person yourself.

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Public data from IRS Form 990 e-file & the Business Master File. Individuals appear here because they were named as an officer, director, or key employee on a nonprofit's Form 990; people are grouped by name plus corroborating evidence (Schedule R, shared address, shared board members). · philanthropy.org