Ryan Heacock has been Principal of Fellowship Financial Planning since February 2024, is a control person of the firm and directly owns 75% or more of it.
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.
Ryan Heacock’s longest registration was 4 years at Financial Advocates Investment Management (2019–2024). Before joining Fellowship Financial Planning in 2024, Ryan Heacock was registered through Financial Advocates Investment Management and Financial Management, Inc.
- – present · 2 yearsSpokane, WA · Adviser representative · Firm CRD 330347
- Financial Advocates Investment Management– · 4 yearsSpokane, WA · Adviser representative · Firm CRD 151298
- Financial Management, Inc.– · 3 yearsSpokane, WA · Adviser representative · Firm CRD 117578
- LPL Financial LLC– · under a yearSpokane, WA · Adviser representative · Firm CRD 6413
- Foresters Advisory Services, LLC– · 2 yearsBeaverton, OR · Adviser representative · Firm CRD 164663
Investment adviser representative registrations
Ryan Heacock is registered as an investment adviser representative in 3 states. The first approvals date from April 2024; the most recent is Texas, in July 2024.
- IdahoSince 12 June 2024
- TexasSince 5 July 2024
- WashingtonSince 3 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 3 March 2014 |
| Series 7 | General Securities Representative Examination | 3 January 2011 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 2 October 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 June 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 June 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 5519791
- Firm
- Fellowship Financial Planning · CRD 330347
- Role
- Principal
- Office
- 502 W RIVERSIDE AVE, SUITE 201, Spokane, WA 99201
- Registration
- Investment adviser registration
- In the industry since
- June 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Ryan Heacock work?
Ryan Heacock has been Principal of Fellowship Financial Planning, LLC since February 2024, and is a control person of the firm.
Is Ryan Heacock a financial advisor?
Yes. Ryan Heacock has a current investment-adviser registration in Idaho, Texas and Washington, through Fellowship Financial Planning since April 2024.
How many years of experience does Ryan Heacock have?
Ryan Heacock has 18 years in the financial industry, since June 2008, across 5 adviser firms.
What exams has Ryan Heacock passed?
Ryan Heacock has passed 5 licensing exams: the Series 6, Series 63, Series 26, Series 7 and Series 65. The earliest, the Series 6, was passed in June 2008. FINRA credited Ryan Heacock with the SIE, which began in October 2018.
Where did Ryan Heacock work before Fellowship Financial Planning?
Before Fellowship Financial Planning, Ryan Heacock was registered through Financial Management, Inc., February 2017 to June 2020; LPL Financial LLC, January 2017 to January 2017; Foresters Advisory Services, LLC, March 2014 to January 2017.
Where is Ryan Heacock based?
Ryan Heacock’s registered office is in Spokane, WA.
Is Ryan Heacock registered with FINRA?
No. Ryan Heacock has no current broker registration.
How can I verify Ryan Heacock’s record?
Search CRD 5519791 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Heacock’s full registration record.