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DS

Debra D. Starkey

AE WEALTH MANAGEMENT
Creston, WA
Some features on this profile are disabled
CRD#: 2627692
DS

Professional summary


Debra Diane Starkey, who also goes by Debra Buchanan, Debbie Miller, Debra Diane Miller, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Creston, Washington.

Debra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Debra has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Debra Buchanan | Debbie Miller | Debra Diane Miller

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.
Alto Financial Group; Yes Investment Related; 310 NE Foster St, Creston, WA 99117; Insurance Sales; Licensed Insurance Agent; 9/2021; 180hrs/Mo, 120hrs/Mo during securities trading hours. Providing appropriate insurance products to clients.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Debra Diane Starkey'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

May 14, 2025 - Present

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
Creston, WA
Past

August 11, 2023 - May 15, 2025

ENCOMPASS MORE ASSET MANAGEMENT LLC

RIA
CRD#: 322382
Creston, WA
Past

September 9, 2022 - January 6, 2023

ENCOMPASS MORE ASSET MANAGEMENT LLC

RIA
CRD#: 322382
CRESTON, WA
Past

September 20, 2021 - November 30, 2022

VERITY ASSET MANAGEMENT

RIA
CRD#: 158667
CRESTON, WA
Past

September 17, 2021 - September 28, 2022

VERITY INVESTMENTS, INC.

BD
CRD#: 41527
DURHAM, NC
Past

June 20, 2016 - June 1, 2021

KEY INVESTMENT SERVICES LLC

RIA
CRD#: 136300
MOSES LAKE, WA
Past

June 20, 2016 - June 1, 2021

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
MOSES LAKE, WA
Past

July 29, 2005 - June 13, 2016

KMS FINANCIAL SERVICES, INC.

RIA
CRD#: 3866
GRAND COULEE, WA
Past

July 29, 2005 - June 13, 2016

KMS FINANCIAL SERVICES, INC.

BD
CRD#: 3866
GRAND COULEE, WA
Past

September 21, 1999 - August 11, 2005

CETERA ADVISORS LLC

RIA
CRD#: 10299
GRAND COULEE, WA
Past

July 1, 1998 - August 11, 2005

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

November 17, 1995 - July 6, 1998

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

August 14, 1995 - December 12, 1995

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ

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".
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA
Registered Investment Advisory firm - (2/17/2016 Approved)

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
Washington
(5/14/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/28/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA
Registered Investment Advisory firm - (2/17/2016 Approved)
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Contact information


Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Mailing Address
Phone number
(866) 363-9595
Established
Firm type
Fiscal year end
# of Employees
602

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 (10/1/2025)

Regulatory assets under management


Total Number of Accounts111,059
AUM (Assets Under Management)$ 37,525,706,084

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.

Company Information


AE WEALTH MANAGEMENT, LLC

CRD#: 282580Creston, WA

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