LobbyingCertified Financial Planner Board of Standards lobbying by quarter
Certified Financial Planner Board of Standards's latest lobbying report covers Q2 2026, at $110K. The four quarters Q4 2025–Q3 2026 total $330K. Its first report covers Q4 2022; the issues it reports most are Retirement and Financial Institutions/Investments/Securities.
Certified Financial Planner Board of Standards
- Latest quarter
- No record
- Q3 2026 · 0 reports
- Last 12 months
- $330K
- Last 4 quarters
- vs last quarter
- −100.0%
- Q3 2026 against the quarter before
- First report
- Q4 2022
- The first quarter a report named it
Lobbying by quarter
| Quarter | Amount | Reports |
|---|---|---|
| Q4 2022 | $80K | 1 |
| Q1 2023 | $60K | 1 |
| Q2 2023 | $60K | 1 |
| Q3 2023 | $60K | 1 |
| Q4 2023 | $60K | 1 |
| Q1 2024 | $60K | 1 |
| Q2 2024 | $60K | 1 |
| Q3 2024 | $60K | 1 |
| Q4 2024 | $60K | 1 |
| Q1 2025 | $110K | 2 |
| Q2 2025 | $150K | 3 |
| Q3 2025 | $120K | 2 |
| Q4 2025 | $110K | 2 |
| Q1 2026 | $110K | 2 |
| Q2 2026 | $110K | 2 |
| Q3 2026 | $0 | 0 |
By issue
- Retirement$610K · 20 reports
- Financial institutions and securities$326.7K · 11 reports
- Taxation$316.7K · 11 reports
- Labor, antitrust and workplace$16.7K · 1 reports
An issue's amount splits each report's amount equally over the issues the report lists.
Who was lobbied
- HOUSE OF REPRESENTATIVES21 reports
- SENATE21 reports
- Labor, Dept of (DOL)2 reports
Firms it paid
| Firm | ||
|---|---|---|
| Holland & Knight | $620K | 11 quarters |
| In-houseCertified Financial Planner Board of Standards | $400K | 6 quarters |
| Mindset Advocacy | $250K | 5 quarters |
Former officials lobbying for it
| Former position | ||
|---|---|---|
| CHARLIE SCHREIBER | Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee | Q2 2026 |
| GUNEEV SHARMA | Legislative Correspondent: Sen. Heidi Heitkamp (D-ND) | Q2 2026 |
| KENDRA KOSKO ISAACSON | Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray | Q2 2026 |
| REBECCA ALCORN | Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers | Q2 2026 |
| SCOTT SHEWCRAFT | Chief of Staff, Rep. Bill Foster | Q2 2026 |
| RICK DEARBORN | Deputy Chief of Staff, President Donald Trump | Q4 2025 |
| MISHA LEHRER | Special Assistant, Legislative Aide, Sen. Chris Murphy | Q1 2023 |
Lobbying reports
| Filed by | ||
|---|---|---|
| 07/20for Q2 | Mindset Advocacy | $50K |
| 07/19for Q2 | In-house | $60K |
| 04/20for Q1 | Mindset Advocacy | $50K |
| 04/16for Q1 | In-house | $60K |
| 01/20for Q4 2025 | In-house | $60K |
| 01/20for Q4 2025 | Mindset Advocacy | $50K |
| 25/10/20for Q3 2025 | Mindset Advocacy | $50K |
| 25/10/15for Q3 2025 | In-house | $70K |
| 25/07/18for Q2 2025 | Holland & Knight | Under $5,000 |
| 25/07/17for Q2 2025 | In-house | $100K |
| 25/07/17for Q2 2025 | Mindset Advocacy | $50K |
| 25/04/30for Q2 2025 | Mindset Advocacy | Under $5,000 |
| 25/04/21for Q1 2025 | In-house | $50K |
| 25/04/21for Q1 2025 | In-house | $30K |
| 25/04/13for Q1 2025 | Holland & Knight | $60K |
| 25/04/07for Q1 2025 | In-house | Under $5,000 |
| 25/04/07for Q1 2025 | In-house | Under $5,000 |
| 25/01/20for Q4 2024 | Holland & Knight | $60K |
| 24/10/15for Q3 2024 | Holland & Knight | $60K |
| 24/07/06for Q2 2024 | Holland & Knight | $60K |