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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-06-1998
- Office Locations
- 1
Office Locations
About D/B/A Financial Awareness Institute
Financial Awareness Institute (FAI) delivers employer-sponsored financial wellness education for employees of major corporations, unions, government agencies and the U.S. Military. Since 1980 it has provided objective money-management and retirement planning support via live seminars, online mini-lessons with quizzes and usage reporting, and one-on-one coaching—selling no insurance, investment, or financial planning products.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 12 clients, or 12 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Vehicles
- Services
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The full D/B/A Financial Awareness Institute record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GARY TAGTMEIER MR.
Founder, President
- CRD
- #2997847
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $15,000,000 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
D/B/A Financial Awareness Institute has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.