Zachary D. Lipton

FELLOWSHIP FINANCIAL PLANNING

Spokane, WA 99201

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CRD#: 6693864

Professional summary

Zachary David Clark Lipton, who also goes by Zachary Lipton, is a registered financial advisor currently at FELLOWSHIP FINANCIAL PLANNING located in Spokane, Washington.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Zachary has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zachary Lipton

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.

CHRIST OUR HOPE BIBLE CHURCH POSITION: Worship Leader NATURE: It's a church run by a board of elders who oversee the administration and care of our members, building, and property. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2015 ADDRESS: 1620 N. Monroe St, Spokane WA 99205, United States DESCRIPTION: I currently serve as our church's music worship leader and am compensated with a monthly stipend.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary David Clark Lipton'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®

None

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

November 19, 2021 - July 1, 2024

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

RIA

CRD#: 151298

SPOKANE, WA

Past

November 9, 2016 - November 12, 2021

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

SPOKANE, WA

Past

October 10, 2016 - November 12, 2021

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

SPOKANE, 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 66

Date: 11/9/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/10/2016

General Securities 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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Zachary D. Lipton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary David Clark Lipton's CRS (Customer Relationship Summary).

Certified licenses

Experience

FELLOWSHIP FINANCIAL PLANNING

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

FELLOWSHIP FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 66

Date: 11/9/2016

SIE

Date: 10/1/2018

Series 7

Date: 10/10/2016

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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