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Reported covered position: Legislative Correspondent: Sen. Heidi Heitkamp (D-ND)
How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. via CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
2026 · third_quarter · Q3
tax incentives for financial planning and casualty and theft loss deduction
General retirement issues impacting personal finance
Source: Senate LDA
Issues surrounding financial fraud and scams
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. via CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
2026 · second_quarter · Q2
General retirement issues impacting personal finance
199A, tax incentives for financial planning, and casualty and theft loss deduction
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. via CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
2026 · first_quarter · Q1
General retirement issues impacting personal finance
199A, tax incentives for financial planning, and casualty and theft loss deduction
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. via CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
2025 · fourth_quarter · Q4
199A, tax incentives for financial planning, and casualty and theft loss deduction
General retirement issues impacting personal finance
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. via CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
2025 · third_quarter · Q3
199A, tax incentives for financial planning. Freedom to Invest in Tomorrows Workforce Act, casualty and theft loss deduction
General retirement issues impacting personal finance
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. via CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
2025 · second_quarter · Q2
199A, tax incentives for financial planning. Freedom to Invest in Tomorrows Workforce Act, casualty and theft loss deduction
General retirement issues impacting personal finance
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. via CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
2025 · first_quarter · 1A
Issues related to tax incentives for financial planning and financial planners, use of 529 plans for certification expenses, fiduciary duty for financial advice
Issues related to tax incentives for financial planning and financial planners, use of 529 plans for certification expenses, fiduciary duty for financial advice
Use of 529 plans for certification expenses
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. via CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
2025 · first_quarter · Q1
Use of 529 plans for certification expenses
Issues related to tax incentives for financial planning and financial planners, use of 529 plans for certification expenses, fiduciary duty for financial advice
Issues related to tax incentives for financial planning and financial planners, use of 529 plans for certification expenses, fiduciary duty for financial advice
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. via CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
2025 · first_quarter · RA
Issues related to tax incentives for financial planning and financial planners, use of 529 plans for certification expenses, fiduciary duty for financial advice
Issues related to tax incentives for financial planning and financial planners, use of 529 plans for certification expenses, fiduciary duty for financial advice
Issues related to tax incentives for financial planning and financial planners, use of 529 plans for certification expenses, fiduciary duty for financial advice