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DF

Debra A. Fields

FMB RETIREMENT SERVICES
Westlake Village, CA 91362
Some features on this profile are disabled
CRD#: 3049831
DF

Professional summary

Debra Annette Fields, CFP® is a registered financial advisor currently at FMB RETIREMENT SERVICES located in Westlake Village, California and FMB WEALTH MANAGEMENT located in Westlake Village, California.

Debra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Debra has worked at 4 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Debra Annette Fields'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®
CFP®

Certified Financial Planner

Experience

Current

March 20, 2014 - Present

FMB RETIREMENT SERVICES

Office #1: 100 N. Westlake Blvd. #201, Westlake Village, CA 91362
RIA
CRD#: 164571
Westlake Village, CA
Current

March 20, 2014 - Present

FMB WEALTH MANAGEMENT

Office #1: 100 N. Westlake Blvd., Suite 201, Westlake Village, CA 91362
RIA
CRD#: 122309
Westlake Village, CA
Current

May 18, 2026 - Present

INDIVISIBLE PARTNERS

Office #1: 100 North Westlake Boulevard Suite 201, Westlake Village, CA 91362
RIA
CRD#: 332431
Westlake Village, CA
Past

March 27, 2014 - June 23, 2014

SOHO FINANCIAL SERVICES LLC

RIA
CRD#: 142510
MONTECITO, CA

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".
IP
INDIVISIBLE PARTNERS
INDIVISIBLE PARTNERS | WOODRING | LEROY CAPITAL ADVISORS | SOMERSET ADVISORY LLC | SANWEALTH PARTNERS LLC | RIDE WEALTH PARTNERS | KH PRIVATE WEALTH | INDIVISIBLE PARTNERS, LLC

CRD#: 332431 / SEC#: 801-131364

RIA
Registered Investment Advisory firm - (11/1/2024 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
California
(3/20/2014)

Exams

Current Firm

IP
INDIVISIBLE PARTNERS
INDIVISIBLE PARTNERS | WOODRING | LEROY CAPITAL ADVISORS | SOMERSET ADVISORY LLC | SANWEALTH PARTNERS LLC | RIDE WEALTH PARTNERS | KH PRIVATE WEALTH | INDIVISIBLE PARTNERS, LLC

CRD#: 332431 / SEC#: 801-131364

RIA
Registered Investment Advisory firm - (11/1/2024 Approved)
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Contact information

Main Address
114 Turner Street, Clearwater, FL 33756
Mailing Address
Phone number
(732) 306-5490
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (19 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

INDIVISIBLE ADV2A (1/20/2026)

Regulatory assets under management

Total Number of Accounts2,224
AUM (Assets Under Management)$ 1,546,665,076

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

INDIVISIBLE PARTNERS

CRD#: 332431Westlake Village, CA 91362

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