Debra A. Whitmore

WHITMORE FINANCIAL PLANNING

CREEDE, CO 81130

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CRD#: 4960221

Professional summary

Debra A Whitmore, who also goes by Debbie Whitmore, Debbie Wiedenbeck, Debra Anne Wiedenbeck, is a registered financial advisor currently at WHITMORE FINANCIAL PLANNING located in Creede, Colorado.

Debra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Debra has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Debbie Whitmore | Debbie Wiedenbeck | Debra Anne Wiedenbeck

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.

I AM OWNER OF DEBBIE WHITMORE, COMPUTER & CONSULTING SERVICES, NOT INVESTMENT RELATED. I STARTED THIS SOLE-PROPRIETORSHIP IN AUGUST, 1991. I DEVOTE APPROXIMATELY 100 HOURS PER MONTH TO THE BUSINESS PROVIDING SERVICES (BOOKKEEPING, DATA PROCESSING) TO OTHER CREEDE BUSINESSES AND INDIVIDUALS. I ALSO MANAGE THE BUSINESS' OTHER EMPLOYEES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debra A Whitmore's 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

July 21, 2005 - Present

WHITMORE FINANCIAL PLANNING

Office #1: 103 W. Wall St Po Box 411, Creede, CO 81130

RIA

CRD#: 135433

CREEDE, CO

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

Colorado
(7/21/2005)

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

IAR

Series 65

Date: 4/9/2005

Uniform Investment Adviser Law Examination

Current Firm

WHITMORE FINANCIAL PLANNING

WHITMORE FINANCIAL PLANNING | WHITMORE, DEBRA A.

CRD#: 135433 / SEC#:

Colorado

Registered Investment Advisory firm - (7/21/2005 Approved)

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Contact information

Main Address

Creede, CO

Mailing Address

P.o. Box 411, Creede, CO 81130-0411

Phone number

719-0480-2823

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Debra A. Whitmore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debra A Whitmore's CRS (Customer Relationship Summary).

Certified licenses

Experience

WHITMORE FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 4/9/2005

Current Firm

WHITMORE FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

WHITMORE FINANCIAL PLANNING

TRUST BUT VERIFY

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