JK
John M. Kiepe
FELLOWSHIP FINANCIAL PLANNING
Spokane, WA 99201
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CRD#: 7310325
JK
Professional summary
John Mitchell Kiepe, who also goes by John Kiepe, is a registered financial advisor currently at FELLOWSHIP FINANCIAL PLANNING located in Spokane, Washington and KIEPE WEALTH MANAGEMENT located in Spokane, Washington.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. John has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Kiepe
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. John Kiepe is registered as an Investment Adviser Representative of Fellowship Financial Planning, LLC, located at 502 W Riverside Ave #201, Spokane, WA 99201. It is an investment-related business where Mr. Kiepe provides advisory services to clients. He started this position in 04/2024 and will maintain this registration temporarily in order to easily transition clients. Once completed, the registration will be terminated. Mr. Kiepe devotes approximately 20 hours/month and 1 hour per day during securities trading hours. 2. John Kiepe is also the owner and operator of J & R 2023 LLC Kiepe Tax Services, located at 104 S Freya St Lilac Flag Bldg, Ste 118, Spokane, WA 99202. This business is not investment-related and is an income tax preparation and consulting practice. Mr. Kiepe started this position in 01/2023. Mr. Kiepe devotes approximately 48 hours/month and 2.5 hours per day during securities trading hours. 3. John Kiepe is an Adjunct Professor at Whitworth University, located at 300 W Hawthorne Rd Spokane WA 99251. This activity is not investment-related and Mr. Kiepe prepares and teaches different courses and lectures about accounting and finance. Mr. Kiepe started this position in 02/2024. Mr. Kiepe devotes approximately 10 hours/month, 4 of which are during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view John Mitchell Kiepe's 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®
NoneExperience
Current
April 4, 2024 - Present
FELLOWSHIP FINANCIAL PLANNING
Office #1: 502 W Riverside Ave, Suite 201, Spokane, WA 99201RIA
CRD#: 330347
Spokane, WA
Current
April 23, 2025 - Present
KIEPE WEALTH MANAGEMENT
RIA
CRD#: 334273
SPOKANE, WA
Past
July 6, 2022 - July 1, 2024
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
RIA
CRD#: 151298
Spokane, WA
Past
January 22, 2021 - June 27, 2022
CUSO FINANCIAL SERVICES, L.P.
RIA
CRD#: 42132
Spokane Valley, WA
Past
December 15, 2020 - June 27, 2022
CUSO FINANCIAL SERVICES, L.P.
BD
CRD#: 42132
Spokane Valley, 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".
FF
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(4/4/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/15/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
FF
FELLOWSHIP FINANCIAL PLANNING
FELLOWSHIP FINANCIAL PLANNING | FELLOWSHIP FINANCIAL PLANNING, LLC
CRD#: 330347 / SEC#: 801-129755
RIA
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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
9
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,058 |
| AUM (Assets Under Management) | $ 362,365,828 |
Red Flags
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Company Information
FELLOWSHIP FINANCIAL PLANNING
CRD#: 330347Spokane, WA 99201TRUST BUT VERIFY
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