Deirdre M. Kochanski

WELLSPRING FINANCIAL PARTNERS

Tucson, AZ 85712

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CRD#: 1953073

Professional summary

Deirdre Marie Kochanski, who also goes by Deirdre Marie Bettis, Delrare Marie Bettis, is a registered financial advisor currently at WELLSPRING FINANCIAL PARTNERS located in Tucson, Arizona.

Deirdre is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Deirdre has worked at 12 firms and has passed the Series 63, Series 65, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Deirdre Marie Bettis | Delrare Marie Bettis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deirdre Marie Kochanski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 21, 2011 - Present

WELLSPRING FINANCIAL PARTNERS

Office #1: 4703 E. Camp Lowell Drive Suite 135, Tucson, AZ 85712

RIA

CRD#: 158872

Tucson, AZ

Past

August 3, 2012 - December 31, 2016

WELLSPRING99

CRD#: 12965

OAKLAND, CA

Past

November 15, 1994 - January 1, 1996

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WELLSPRING FINANCIAL PARTNERS

INVESTMENT METRICS INC. | WELLSPRING FINANCIAL PARTNERS | WELLSPRING FINANCIAL ADVISORS | INVESTMENT METRICS, LLC

CRD#: 158872 / SEC#: 801-112630

RIA

Registered Investment Advisory firm - (4/13/2018 Approved)

Arizona

Registered Investment Advisory firm - (4/16/2018 Terminated)

California

Registered Investment Advisory firm - (5/16/2018 Terminated)

Colorado

Registered Investment Advisory firm - (5/2/2018 Terminated)

Louisiana

Registered Investment Advisory firm - (4/16/2018 Terminated)

Minnesota

Registered Investment Advisory firm - (4/19/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(9/21/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/19/1996

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/13/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 11/14/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/2/1999

General Securities Principal Examination

Current Firm

WELLSPRING FINANCIAL PARTNERS

INVESTMENT METRICS INC. | WELLSPRING FINANCIAL PARTNERS | WELLSPRING FINANCIAL ADVISORS | INVESTMENT METRICS, LLC

CRD#: 158872 / SEC#: 801-112630

RIA

Registered Investment Advisory firm - (4/13/2018 Approved)

Arizona

Registered Investment Advisory firm - (4/16/2018 Terminated)

California

Registered Investment Advisory firm - (5/16/2018 Terminated)

Colorado

Registered Investment Advisory firm - (5/2/2018 Terminated)

Louisiana

Registered Investment Advisory firm - (4/16/2018 Terminated)

Minnesota

Registered Investment Advisory firm - (4/19/2018 Terminated)

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Contact information

Main Address

4703 E. Camp Lowell Drive Suite 135, Tucson, AZ 85712

Mailing Address

Phone number

(520) 327-1019

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WELLSPRING FINANCIAL PARTNERS ADV PART 2A AND 2B (5/21/2025)

Regulatory assets under management

Total Number of Accounts	430
AUM (Assets Under Management)	$ 1,016,208,473

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Deirdre M. Kochanski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deirdre Marie Kochanski's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLSPRING99

SUNBELT SECURITIES, INC.

EVOLVE SECURITIES, INC.

EVOLVE SECURITIES, INC.

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

NEWEDGE SECURITIES, LLC

PATHWAYS FINANCIAL PARTNERS,INC.

FDX ADVISORS, INC.

LONDON PACIFIC SECURITIES, INC.

PIPER SANDLER & CO.

BA INVESTMENT SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

WELLSPRING FINANCIAL PARTNERS

State Registrations and Notice Filings

Exams

Series 63

Date: 3/19/1996

Series 65

Date: 2/13/1995

Series 7

Date: 11/14/1994

Series 24

Date: 9/2/1999

Current Firm

WELLSPRING FINANCIAL PARTNERS

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WELLSPRING FINANCIAL PARTNERS

TRUST BUT VERIFY

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