Zachary David clark Lipton
Investment adviser representative at Fellowship Financial Planning
11 yearsExperience
2 statesRegistered in
$465.3MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Fellowship Financial Planning, LLCApr 2024 to now
- Christ Our Hope Bible ChurchApr 2015 to now
- Financial Advocates Investment ManagementNov 2021 to Apr 2024
- Valic Financial Advisors, Inc.Oct 2016 to Nov 2021
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (ID, WA).
Fellowship Financial Planning
Legal name: Fellowship Financial Planning, LLC
$465.3MAssets managed
1,130Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6693864
- Firm CRD
- 330347