John
Kiepe
Financial Advocates Investment Management
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About this Advisor
John Kiepe is a financial advisor based in Spokane, Washington, working with Financial Advocates Investment Management. John has previously held positions at Cuso Financial Services, Lp, Numerica Credit Union, Dominos, Fruci & Associates, Eastern Washington University, Financial Advocates Investment Management, Fellowship Financial Planning, LLC, and Whitworth University. John has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, John is part of Financial Advocates Investment Management, which operates out of Spokane, Washington. The firm has 56 offices and 99 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Financial Advocates Investment Management includes asset-based, hourly, and fixed fees.
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Financial Advocates Investment Management Brokerage Details
$3,854,677,483
99
19,268
$200,056
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
John Kiepe Work History
Fellowship Financial Planning, LLC
Whitworth University
Financial Advocates Investment Management
Dominos
Cuso Financial Services, Lp
Numerica Credit Union
Fruci & Associates
Eastern Washington University
Eastern Washington University
Disclosures
Please visit the SEC profile of John Kiepe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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