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Deborah Jean Kirste

Independent Financial Partners

Irvine, CA

Tampa, FL

CRD 2998295

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Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • NON-DISCRETIONARY INVESTMENT ADVICE

From the firm’s Form ADV. Read the guides:

Current Employers
Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-06-08
  • CA RA
    APPROVED
    Since 2023-06-08

Branch Locations

300 Spectrum Center Drive Suite 400, Irvine, CA 92618 • United States

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Torrance CA 07/2011 06/2023
Ifp Securities, Llc Tampa FL 06/2023 Present
Independent Financial Partners Tampa FL 06/2023 Present
Previous Registrations
  • 2011-07-29 → 2023-06-13
    Irvine, CA
    Carson, CA
    Irvine, CA
    Huntington Beach, CA
    Santa Ana, CA
    Carson, CA
    Huntington Beach, CA
    Lakewood, CA
    Glendale, CA
    Montebello, CA
    Santa Ana, CA
    Torrance, CA
    Plano, TX
    Torrance, CA
    Torrance, CA
    Tustin, CA
    Frisco, TX
    Torrance, CA
    Frisco, TX
    Torrance, CA
  • 2009-01-08 → 2011-12-31
    Laural Investment Advisors, Inc.
    Laguna Niguel, CA
  • 2002-01-22 → 2005-09-20
    Milwaukee, WI
Other Businesses

(1) 66th & Ocean LLC - not investment related - 10 Westgate, Laguna Niguel, CA 92677 - Apartment building - Owner - Limited Partnership - start date 3/1/2013 - 8 hours/month - 0 hours during trading - Property management

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-09-22
S65 Uniform Investment Adviser Law Examination 2000-02-07
  • S63 Uniform Securities Agent State Law Examination
    2011-09-22
  • S65 Uniform Investment Adviser Law Examination
    2000-02-07
Designations
  • Chartered Financial Analyst
Other Names
  • Debbie Jean Richardson

View on SEC IAPD

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