Debbie L. Tanner

POWER FINANCIAL PARTNERS

Tampa, FL 33609

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CRD#: 2995355

Professional summary

Debbie Lynn Tanner, who also goes by Debbie Lynn Oaster, is a registered financial advisor currently at POWER FINANCIAL PARTNERS, LLC located in Tampa, Florida and PURSHE KAPLAN STERLING INVESTMENTS located in Tampa, Florida.

Debbie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Debbie has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Debbie Lynn Oaster

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.

1) Power Financial Partners. Investment-related. At registered location. RIA. Investment Advisor Representative. Start: 02/2023. 160 hr/month; all during trading hours. Investment operations associate-new account opening and administrative processing for clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debbie Lynn Tanner'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

February 17, 2023 - Present

POWER FINANCIAL PARTNERS, LLC

Office #1: 5401 W Kennedy Blvd. Ste. 1020, Tampa, FL 33609

RIA

CRD#: 324253

Tampa, FL

Current

March 6, 2023 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 5401 N. Kennedy Blvd. Suite 1020, Tampa, FL 33609

CRD#: 35747

Tampa, FL

Past

March 6, 2014 - February 11, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

TAMPA, FL

Past

January 29, 2014 - February 11, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

TAMPA, FL

Past

March 20, 2000 - August 23, 2013

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

ST. PETERSBURG, FL

Past

March 20, 2000 - August 23, 2013

UBS FINANCIAL SERVICES INC.

CRD#: 8174

ST. PETERSBURG, FL

Past

September 2, 1998 - March 14, 2000

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

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".

POWER FINANCIAL PARTNERS, LLC

DEY ADVISORS, LLC | POWER FINANCIAL PARTNERS, LLC

CRD#: 324253 / SEC#: 801-127238

RIA

Registered Investment Advisory firm - (1/24/2023 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Florida
(2/17/2023)

Florida
(3/29/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/26/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/22/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/1/1998

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

POWER FINANCIAL PARTNERS, LLC

DEY ADVISORS, LLC | POWER FINANCIAL PARTNERS, LLC

CRD#: 324253 / SEC#: 801-127238

RIA

Registered Investment Advisory firm - (1/24/2023 Approved)

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Contact information

Main Address

5401 W Kennedy Blvd. Ste. 1020, Tampa, FL 33609

Mailing Address

Phone number

(813) 212-2125

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISLOSURE BROCHURE FOR POWER FINANCIAL PARTNERS, LLC (3/10/2025)

Regulatory assets under management

Total Number of Accounts	256
AUM (Assets Under Management)	$ 271,618,185

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

Debbie L. Tanner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debbie Lynn Tanner's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

POWER FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/26/1999

Series 63

Date: 9/22/1998

SIE

Date: 10/1/2018

Series 7

Date: 9/1/1998

FINRA

Current Firm

POWER FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POWER FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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