FELLOWSHIP FINANCIAL PLANNING, LLC
Legal name: FELLOWSHIP FINANCIAL PLANNING
CRD #330347 SEC #801-129755 SPOKANE, WA 5094739483
SEC Registered
Total AUM
$362.4M
Discretionary
$362.4M
Employees
9
Clients
0
Accounts
2,058
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 25, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ELLISON, JENNIFER, JOSIANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ELLISON, JENNIFER, JOSIANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ELLISON, JENNIFER, JOSIANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ELLISON, JENNIFER, JOSIANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEACOCK, RYAN | I | PRINCIPAL | E | Control |
| HEACOCK, RYAN | I | PRINCIPAL | E | Control |
| HEACOCK, RYAN | I | PRINCIPAL | E | Control |
| HEACOCK, RYAN | I | PRINCIPAL | E | Control |
Registrations
Federal
IA
Apr 25, 2025 REGISTERED
Notice Filings (8)
AZ CA FL ID MT OR TX WA
Address
502 W RIVERSIDE AVE, SUITE 201SPOKANE, WA 99201
United States
Phone: 5094739483