John Mitchell Kiepe

Current Employers

Employment History

• 11/2020 → 06/2022
  Cuso Financial Services, Lp
  San Diego, CA
• 11/2020 → 06/2022
  Numerica Credit Union
  Spokane Valley, WA
• 10/2013 → 01/2024
  Dominos
  Spokane, WA
• 01/2020 → 04/2020
  Fruci & Associates
  Spokane, WA
• 10/2014 → 12/2018
  Eastern Washington University
  Cheney, WA
• 09/2019 → 08/2020
  Eastern Washington University
  Cheney, WA
• 06/2022 → 06/2024
  Financial Advocates Investment Management
  Spokane, WA
• 04/2024 → Present
  Fellowship Financial Planning, Llc
  Spokane, WA
• 02/2024 → Present
  Whitworth University
  Spokane, WA
• 12/2024 → Present
  Kiepe Llc Dba Kiepe Wealth Management
  Spokane, WA
• 01/2023 → Present
  J & R 2023 Llc Dba Kiepe Tax Services
  Spokane, WA

Previous Registrations

• 2022-07-06 → 2024-07-01
  Financial Advocates Investment Management
  Spokane, WA
  Olympia, WA
• 2021-01-22 → 2022-06-27
  Cuso Financial Services, L.P.
  Spokane Valley, WA
  Spokane, WA

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2021-01-21

Designations

Other Names

• John Kiepe