2025-11-15T20:31:57-05:00 2025-06-30 990 2024-07-01 237119206 INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC INDI 6302173359 PO BOX 1225 CARMEL IN 46032 Thomas Kaiser President 6302173359 2025-11-16 2024 2025-03-06 01:10:19Z Thomas Kaiser 617 Burgess Hill Pass Westfield IN 46074 324891 false X https: cfasocietyindy.com X 1971 IN We are a membership organization that brings together the Indianapolis investment community to grow their investment knowledge build stronger networks and enjoy events with compelling speakers from our community. 24 24 0 30 0 0 102976 96926 194951 226191 1849 1774 0 0 299776 324891 12000 14000 0 0 0 0 0 0 0 233869 297279 245869 311279 53907 13612 244770 265469 0 0 244770 265469 To advance professional excellence and ethics through education collaboration and awareness of the CFA Charter for the benefit of our regional investment community and public. false 76450 0 79120 The Society held its annual Investment Forum at the Indianapolis Motor Speedway. Over 300 guests came to the educational and networking event for members sponsors and other guests. The full-day event had speakers representing government employees investment managers and other organizational leaders. 43820 0 29950 At the beginning of every year the Society hosts its Investment Symposium to help attendees prepare for the year ahead in the capital markets. We had over 200 guests attend the event to hear from a famous hedge fund manager and other investment professionals. Guests hear about thoughts on the investing landscape and the potential opportunities in the year ahead. After the speakers guests were able to network and learn from each other. their 32790 0 25120 Over the last few years the Society has hosted an annual charity golf outing to benefit local organizations that offer financial literacy programs. We focus on valuing financial education and do our part to help the community. We donated $14,000 to La Plaza an organization focused on the Indianapolis Latino community; the donation is for their financial literacy program. 0 0 0 153060 false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false 0 0 0 false false false false false true false false 0 false false false false false false false false 24 24 false false false false true true false true false false true false false false false false false IN X Thomas Kaiser 6302173359 617 Burgess Hill Pass Westfield IN 46074 X Thomas Kaiser President 6.00 0.00 X X 0 0 0 Andrew Renz Vice-President 1.00 0.00 X X 0 0 0 David Goldberg Treasurer 2.00 0.00 X X 0 0 0 Erin Sikorski Secretary 1.00 0.00 X X 0 0 0 Adam Shaffer Board Member 1.00 0.00 X 0 0 0 Craig Maschmeyer Board Member 1.00 0.00 X 0 0 0 Chris Reckley Board Member 1.00 0.00 X 0 0 0 David Brennan Board Member 1.00 0.00 X 0 0 0 Elijah Hudson Board Member 1.00 0.00 X 0 0 0 Erin Archer Board Member 1.00 0.00 X 0 0 0 Fergus Washington-Smith Board Member 1.00 0.00 X 0 0 0 Jared Luegers Board Member 1.00 0.00 X 0 0 0 Jeron Peoples Board Member 1.00 0.00 X 0 0 0 Jonathan Kopp Board Member 1.00 0.00 X 0 0 0 Luke Zhang Board Member 1.00 0.00 X 0 0 0 Sam Oliphant Board Member 1.00 0.00 X 0 0 0 Scott Freeman Board Member 1.00 0.00 X 0 0 0 Nida Ansari Board Member 1.00 0.00 X 0 0 0 Owen Riley Board Member 1.00 0.00 X 0 0 0 Scott Ryan Board Member 1.00 0.00 X 0 0 0 Thomas Lyons Board Member 1.00 0.00 X 0 0 0 0 0 0 0 false false false 0 60602 0 0 0 36324 0 96926 Investment Advice 523930 226191 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 226191 1774 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 324891 0 0 0 14000 14000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 82933 0 82933 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7513 7513 0 0 1516 0 1516 0 4244 0 4244 0 0 0 0 0 900 0 900 0 0 0 0 0 0 0 0 0 200173 200173 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 311279 221686 89593 0 0 0 0 0 95165 117004 75082 66100 0 0 10000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 64523 82365 0 0 0 0 0 0 0 0 244770 265469 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 244770 265468 244770 265468 244770 265468 13612 7086 0 0 0 0 X false false false false Doing Business As Names CFA Society of Indianapolis Part VI, Line 6 The organization is comprised of members for a professional organization. Part VI, Line 7a All members in good standing have equal voting rights to elect the board of directors and officers. Part VI, Line 11a Emailed to the board Part VI, Line 19 The Articles of Incorporation and By-Laws are filed with the State of Indiana. All other documents including conflict of interest other policies and tax returns are available upon request.