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

John Mitchell Kiepe

FELLOWSHIP FINANCIAL PLANNING
SPOKANE, WA
·CRD# 7310325·6 years experience

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

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

John Kiepe

Blog Corner

Similar Advisors

Berkeley heights, NJ · CRD#
View profile
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Dean Edwin Moberg
Dean Edwin Moberg

SOUND TRUST WEALTH ADVISORS, LLC

NORWALK, CT · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Subhrajit Goon
Subhrajit Goon

AIMCDONNAUGH & CO. INC.

Berkeley heights, NJ · CRD#
DG
David Brandon Given

CURTIS ADVISORY GROUP, LLC

SANTA BARBARA, CA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Dean Edwin Moberg
Dean Edwin Moberg

SOUND TRUST WEALTH ADVISORS, LLC

NORWALK, CT · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Subhrajit Goon
Subhrajit Goon

AIMCDONNAUGH & CO. INC.

Berkeley heights, NJ · CRD#
DG
David Brandon Given

CURTIS ADVISORY GROUP, LLC

SANTA BARBARA, CA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Dean Edwin Moberg
Dean Edwin Moberg

SOUND TRUST WEALTH ADVISORS, LLC

NORWALK, CT · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Subhrajit Goon
Subhrajit Goon

AIMCDONNAUGH & CO. INC.

Berkeley heights, NJ · CRD#
DG
David Brandon Given

CURTIS ADVISORY GROUP, LLC

SANTA BARBARA, CA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Dean Edwin Moberg
Dean Edwin Moberg

SOUND TRUST WEALTH ADVISORS, LLC

NORWALK, CT · CRD#

Years of Experience

6 years in the financial services industry

Current & Past Employments

FELLOWSHIP FINANCIAL PLANNING·CRD# 330347
RIA
502 W Riverside Ave, Suite 201, Spokane, WA 99201
April 4, 2024 - Present
KIEPE WEALTH MANAGEMENT·CRD# 334273
RIA
Spokane Valley, WA
April 23, 2025 - Present
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT·CRD# 151298
RIA
Spokane, WA
July 6, 2022 - July 1, 2024
CUSO FINANCIAL SERVICES, L.P.·CRD# 42132
RIA
Spokane Valley, WA
January 22, 2021 - June 27, 2022
CUSO FINANCIAL SERVICES, L.P.·CRD# 42132
BD
Spokane Valley, WA
December 15, 2020 - June 27, 2022

Similar Advisors

Subhrajit Goon
Subhrajit Goon

AIMCDONNAUGH & CO. INC.

Berkeley heights, NJ · CRD#
DG
David Brandon Given

CURTIS ADVISORY GROUP, LLC

SANTA BARBARA, CA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Dean Edwin Moberg
Dean Edwin Moberg

SOUND TRUST WEALTH ADVISORS, LLC

NORWALK, CT · CRD#

Current Firm

FF
FELLOWSHIP FINANCIAL PLANNING

FELLOWSHIP FINANCIAL PLANNING | FELLOWSHIP FINANCIAL PLANNING, LLC

CRD#: 330347 / SEC#: 801-129755
RIA
Registered Investment Advisory firm - SEC (3/22/2024 Approved)

Contact Information

Main Address

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

Phone Number

(509) 473-9483

# of Employees

12

SEC notice filing (8 States and Territories)

Registered to provide investment advisory services in 8 US 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 Accounts

2,474

AUM (Assets Under Management)

$465,326,040

Similar Advisors

Subhrajit Goon
Subhrajit Goon

AIMCDONNAUGH & CO. INC.

Berkeley heights, NJ · CRD#
DG
David Brandon Given

CURTIS ADVISORY GROUP, LLC

SANTA BARBARA, CA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Dean Edwin Moberg
Dean Edwin Moberg

SOUND TRUST WEALTH ADVISORS, LLC

NORWALK, CT · CRD#

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.

Similar Advisors

Subhrajit Goon
Subhrajit Goon

AIMCDONNAUGH & CO. INC.

Berkeley heights, NJ · CRD#
DG
David Brandon Given

CURTIS ADVISORY GROUP, LLC

SANTA BARBARA, CA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Dean Edwin Moberg
Dean Edwin Moberg

SOUND TRUST WEALTH ADVISORS, LLC

NORWALK, CT · CRD#

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 - SEC (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.
IAR
Idaho
(6/12/2024)
IAR
Washington
(4/4/2024)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2021About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Dec 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Nov 2020About the SIE exam

Similar Advisors

Subhrajit Goon
Subhrajit Goon

AIMCDONNAUGH & CO. INC.

Berkeley heights, NJ · CRD#
DG
David Brandon Given

CURTIS ADVISORY GROUP, LLC

SANTA BARBARA, CA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Dean Edwin Moberg
Dean Edwin Moberg

SOUND TRUST WEALTH ADVISORS, LLC

NORWALK, CT · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view John Mitchell Kiepe's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Subhrajit Goon
Subhrajit Goon

AIMCDONNAUGH & CO. INC.

Berkeley heights, NJ · CRD#
DG
David Brandon Given

CURTIS ADVISORY GROUP, LLC

SANTA BARBARA, CA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Dean Edwin Moberg
Dean Edwin Moberg

SOUND TRUST WEALTH ADVISORS, LLC

NORWALK, CT · CRD#
JK
Follow John
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required