Advisor at AE Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Creston, WA
Credentials
Series 63, Series 65
Industry experience
29 years
Debra Starkey is a financial advisor at AE Wealth Management, LLC with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including Encompass More Asset Management LLC, Alto Financial Group, and Key Investment Services. In addition to her advisory role, she is a licensed insurance agent providing insurance products to clients through Alto Financial Group. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary management, and financial planning, supported by an internal Investment Consulting Group and programs licensing models to other RIAs.
Based on AE Wealth Management, LLC
Based on AE Wealth Management, LLC
Fixed fees for financial planning and consulting vary by IAR and client agreement; no fees over $1,200 paid six or more months in advance
Negotiable up to 2.5% annually; fees above 2.0% require compliance approval
IARs may earn commissions from insurance product sales ranging from 1% to 9% plus bonuses and other incentives
Hourly fees for financial planning and consulting vary by IAR and client agreement
Account minimum: $10,000 Fee-only: Financial planning and consulting services offered on hourly and fixed fee basis; hourly fees and fixed fees vary by IAR and client agreement
Creston, WA
Washington
AE Wealth Management, LLC
2025 - Present (1 year)
Encompass More Asset Management LLC
2023 - 2025 (2 years)
Encompass More Asset Management LLC
2022 - 2023 (1 year)
Alto Financial Group
2022 - Present (4 years)
Verity Asset Management
2021 - 2022 (1 year)
Verity Investments, Inc.
2021 - 2022 (1 year)
Appreciation Financial
2021 - 2022 (1 year)
Key Investment Services
2016 - 2021 (5 years)
KMS Financial Services, Inc
2005 - 2016 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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