John Kiepe has been an investment adviser representative at Fellowship Financial Planning since April 2024, and is not listed among the firm’s executive officers or direct owners.
Fellowship Financial Planning, LLC is a Spokane, WA firm with $465M under management, 1,130 clients and 7 advisers across 2 offices, as of its August 2026 filing.
John Kiepe is Research Analyst of Fellowship Financial Planning. He has knowledge of portfolio management and tax planning, with a focus on long-term wealth preservation and intergenerational planning. He teaches a variety of accounting and finance classes at Whitworth University.
John Kiepe’s longest registration is the current one, 2 years at Fellowship Financial Planning since 2024. Before joining Fellowship Financial Planning in 2024, John Kiepe was registered through Financial Advocates Investment Management and Cuso Financial Services, L.P.
- Kiepe Wealth ManagementAlso current– present · 1 yearSpokane Valley, WA · Adviser representative · Firm CRD 334273
- – present · 2 yearsSpokane, WA · Adviser representative · Firm CRD 330347
- Financial Advocates Investment Management– · 1 yearSpokane, WA · Adviser representative · Firm CRD 151298
- Cuso Financial Services, L.P.– · 1 yearSpokane Valley, WA · Adviser representative · Firm CRD 42132
Professional designations
Listed by Fellowship Financial Planning
- Chartered Financial Analyst (CFA®)
- Certified Public Accountant (CPA®)
Investment adviser representative registrations
John Kiepe is registered as an investment adviser representative in 2 states. The first approvals date from April 2024; the most recent is Idaho, in June 2024.
- IdahoSince 12 June 2024
- WashingtonSince 4 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 21 January 2021 |
| Series 7TO | General Securities Representative Examination | 15 December 2020 |
| SIE | Securities Industry Essentials Examination | 30 November 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- John Mitchell Kiepe
- CRD
- 7310325
- Firm
- Fellowship Financial Planning · CRD 330347
- Office
- 502 W RIVERSIDE AVE, SUITE 201, Spokane, WA 99201
- Registration
- Investment adviser registration
- In the industry since
- December 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fellowshipfinancialplanning.com
Where does John Kiepe work?
John Kiepe is an investment adviser representative registered through Fellowship Financial Planning, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is John Kiepe a financial advisor?
Yes. John Kiepe has a current investment-adviser registration in Idaho and Washington, through Fellowship Financial Planning since April 2024.
How many years of experience does John Kiepe have?
John Kiepe has 5 years in the financial industry, since December 2020, across 4 adviser firms.
What exams has John Kiepe passed?
John Kiepe has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in November 2020.
Where did John Kiepe work before Fellowship Financial Planning?
Before Fellowship Financial Planning, John Kiepe was registered through Cuso Financial Services, L.P., January 2021 to June 2022.
Where is John Kiepe based?
John Kiepe’s registered office is in Spokane, WA.
Is John Kiepe registered with FINRA?
No. John Kiepe has no current broker registration.
Is John Kiepe a CFA charterholder?
Fellowship Financial Planning lists John Kiepe with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: John Kiepe, CFA® biography, fellowshipfinancialplanning.com
How can I verify John Kiepe’s record?
Search CRD 7310325 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Kiepe’s full registration record.