AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JK

John M. Kiepe

FELLOWSHIP FINANCIAL PLANNING
SPOKANE, WA 99201
Some features on this profile are disabled
CRD#: 7310325
JK
John Mitchell KiepeFELLOWSHIP FINANCIAL PLANNING

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 Valley, 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.

At a Glance

Always Fiduciary

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Mitchell Kiepe'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 4, 2024 - Present

FELLOWSHIP FINANCIAL PLANNING

Office #1: 502 W Riverside Ave, Suite 201, Spokane, WA 99201
RIA
CRD#: 330347
SPOKANE, WA
Current

April 23, 2025 - Present

KIEPE WEALTH MANAGEMENT

RIA
CRD#: 334273
SPOKANE VALLEY, 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

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 1/21/2021
Uniform Combined State Law Examination
General Industry/Product Exam
PR
Series 7TO
Status Unavailable
Passed: 12/15/2020
General Securities Representative Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 11/30/2020
Securities Industry Essentials Examination

Current Firm

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)
Loading...

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
12

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/3/2026)

Regulatory assets under management

Total Number of Accounts2,474
AUM (Assets Under Management)$ 465,326,040

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.

Company Information

FELLOWSHIP FINANCIAL PLANNING

CRD#: 330347Spokane, WA 99201

TRUST BUT VERIFY

Monitor John Kiepe

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

JM
James MarshallAdvisorCheck Check Mark
MARSHALL WEALTH MANAGEMENT, LLC
IAR
SUGAR LAND, TX
BP
Brett PhillipsAdvisorCheck Check Mark
VOYA FINANCIAL ADVISORS, INC.
IAR
RR
DALLAS, TX
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
GREENWICH, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.