Deborah A. Kerr

WELLSPRING FINANCIAL PARTNERS

Tucson, AZ 85712

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CRD#: 4137430

Professional summary

Deborah Anne Kerr, CFP®, ChFC®, CLU®, who also goes by Debi A. Bane, Deborah Anne Bane, Dee Anne Bane, Debi A. Bland, Deborah A. Bland, Deborah Bland, Dee A. Bland, Deborah Kerr, Dee Kerr, is a registered financial advisor currently at WELLSPRING FINANCIAL PARTNERS located in Tucson, Arizona.

Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Deborah has worked at 11 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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.

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS (City/State): Cave Creek, AZ POSITION: AGENT START DATE: 01/01/1998 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deborah Anne Kerr'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

Start date: 2017

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

September 24, 2025 - Present

WELLSPRING FINANCIAL PARTNERS

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

RIA

CRD#: 158872

Tucson, AZ

Past

June 16, 2025 - August 22, 2025

LIDO

RIA

CRD#: 269866

SCOTTSDALE, AZ

Past

October 28, 2024 - July 25, 2025

COPPERWYND FINANCIAL

RIA

CRD#: 143442

SCOTTSDALE, AZ

Past

November 4, 2022 - September 24, 2024

CRD#: 27060

TEMPLE, TX

Past

September 6, 2006 - January 24, 2014

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

AUSTIN, TX

Past

June 12, 2000 - September 29, 2005

SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC.

CRD#: 10194

JACKSON, MS

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
(9/24/2025)

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: 11/28/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/12/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/4/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/30/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/9/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/10/2000

Investment Company Products/Variable Contracts Representative 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

Deborah A. Kerr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deborah Anne Kerr's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIDO

COPPERWYND FINANCIAL

VANGUARD MARKETING CORPORATION

VANGUARD ADVISERS, INC.

JOURNEY ADVISORY GROUP, LLC

CHANNEL ISLANDS GROUP

PNC MANAGED ACCOUNT SOLUTIONS, INC.

BBVA SECURITIES INC.

STATE FARM VP MANAGEMENT CORP.

SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC.

Primary Firm SEC Registration

WELLSPRING FINANCIAL PARTNERS

State Registrations and Notice Filings

Exams

Series 63

Date: 11/28/2022

Series 65

Date: 7/12/2016

Series 7TO

Date: 11/4/2022

SIE

Date: 9/30/2022

Series 7

Date: 5/9/2016

Series 6

Date: 6/10/2000

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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