Marshall K. Williams

FELLOWSHIP FINANCIAL PLANNING

Spokane, WA 99201

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CRD#: 6609843

Professional summary

Marshall Kevin Williams, AIF® is a registered financial advisor currently at FELLOWSHIP FINANCIAL PLANNING located in Spokane, Washington.

Marshall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Marshall has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)Lakeland High School - Not Investment Related - 7006 ID-53, Rathdrum, ID 83858 - Other-Coach - Varsity Assistant Football Coach - Started 06/12/2017 - 40 Hours Per Month/1 Hour During Securities Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marshall Kevin Williams's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

April 3, 2024 - Present

FELLOWSHIP FINANCIAL PLANNING

Office #1: 502 W Riverside Ave, Suite 201, Spokane, WA 99201Office #2: 610 W Hubbard Street, Suite 202, Coeur D'alene, ID 83814

RIA

CRD#: 330347

Spokane, WA

Past

December 20, 2019 - July 1, 2024

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

RIA

CRD#: 151298

Spokane, WA

Past

October 26, 2017 - June 26, 2020

FINANCIAL MANAGEMENT, INC.

RIA

CRD#: 117578

SPOKANE, WA

Past

January 12, 2017 - October 27, 2017

LPL FINANCIAL LLC

CRD#: 6413

SPOKANE, WA

Past

September 20, 2016 - January 17, 2017

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

BEAVERTON, OR

Past

April 15, 2016 - May 18, 2016

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

SEATTLE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FELLOWSHIP FINANCIAL PLANNING

FELLOWSHIP FINANCIAL PLANNING | FELLOWSHIP FINANCIAL PLANNING, LLC

CRD#: 330347 / SEC#: 801-129755

RIA

Registered Investment Advisory firm - (3/22/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(6/12/2024)

IAR

Washington
(4/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/30/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/28/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/27/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/15/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FELLOWSHIP FINANCIAL PLANNING

FELLOWSHIP FINANCIAL PLANNING | FELLOWSHIP FINANCIAL PLANNING, LLC

CRD#: 330347 / SEC#: 801-129755

RIA

Registered Investment Advisory firm - (3/22/2024 Approved)

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Contact information

Main Address

502 W Riverside Ave, Suite 201, Spokane, WA 99201

Mailing Address

Phone number

(509) 473-9483

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	2,058
AUM (Assets Under Management)	$ 362,365,828

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Marshall K. Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marshall Kevin Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

FINANCIAL MANAGEMENT, INC.

LPL FINANCIAL LLC

FORESTERS FINANCIAL SERVICES, INC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

FELLOWSHIP FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/2017

Series 63

Date: 4/28/2016

SIE

Date: 10/27/2017

Series 6

Date: 4/15/2016

Current Firm

FELLOWSHIP FINANCIAL PLANNING

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FELLOWSHIP FINANCIAL PLANNING

TRUST BUT VERIFY

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