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Denise Lynnette Storm

Advisor at OSAIC — Chariton, IA

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

30 years

Location

Chariton, IA 50049

OSAIC logo

OSAIC

Institution

Total advisors

7,830

Across 3,557 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Denise Storm is a CFP® professional with over 30 years of experience in financial services. She is currently with OSAIC and has worked with SagePoint Financial for more than 15 years. In addition to her advisory role, she is president of a CPA firm that provides accounting and tax services for small businesses. She also serves on the board of First United Methodist Church and is a member of a local extension council. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services along with access to multiple advisory platforms and third-party money managers. The firm utilizes various tools and strategies to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Chariton, IA

1010 Braden Avenue

Chariton IA 50049

Advisors at this office

1

Most active in

Iowa

Work history

30 years of industry experience

OSAIC

2023 - Present • 3 years

Chariton, IA

SAGEPOINT FINANCIAL

2011 - Present • 15 years

Phoenix, AZ

Securities America Advisors, Inc.

2010 - 2011 • 1 year

Chariton, IA

Cetera Investment Services Llc

2007 - 2010 • 3 years

IA

Spectrum Capital, LLC

2004 - 2007 • 3 years

Corydon, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David F

Series 63, Series 66

Chariton, IA

Ameritas Advisory Services, LLC

David Fletcher is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has held roles at multiple Ameritas affiliates and founded FletchInvest in 2022. Outside of his advisory work, he co-owns a commercial property with his wife and participates in its maintenance. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management solutions, supported by an Investment Committee and third-party partners, and operates within a parent-affiliate structure that includes Ameritas Life Insurance Corp.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Ashley A

Series 66

Chariton, IA

Edward Jones

Ashley Abbas is a financial advisor with Edward Jones in Chariton, IA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, Ashley worked at Great Western Bank for four years and Midwest Heritage Bank for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Brock R

Series 66

Chariton, IA

Edward Jones

Brock Rodgers is a financial advisor at Edward Jones in Chariton, IA, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, he worked at Indianola High School for six years and was a full-time student from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Adam B

Series 63, Series 66

Chariton, IA

Edward Jones

Adam Bahr is a financial advisor with Edward Jones in Chariton, Iowa, holding Series 63 and Series 66 licenses and offering 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Bahr owns and manages a rental property business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Avery P

Series 66

Chariton, IA

Ameriprise

Avery Pierschbacher is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves as secretary on the boards of CB&Q Freight House LLC and the Lucas County Preservation Alliance, and is involved with youth philanthropy through the nonprofit group SPLASH. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools overseen by an internal committee.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Maria H

Series 63

Chariton, IA

Ameriprise

Maria Hunter is a financial advisor with Ameriprise, holding a Series 63 designation and 37 years of industry experience. She has been with Ameriprise and its related entities since 2005. Hunter serves on the board of the Chariton Area Chamber/Main Street Design Division and holds leadership roles in local historic preservation organizations. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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