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Principal · Fellowship Financial Planning

Ryan Heacock

CRD 5519791 · Named on Form ADV at one SEC-registered adviser

At a glance

Fellowship Financial Planning, an SEC-registered wealth manager based in Spokane, WA with $465 million in regulatory assets, lists Ryan Heacock on its Form ADV as Principal, a control person.

Firms and roles

AtlasMembers

Ryan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.