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Denise P
Series 63, Series 65
Philomath, OR
Asset One Wealth Management, LLC
Denise Petersen is a financial advisor at Asset One Wealth Management, LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Nwf Advisory Services, Inc. Since 1991, she has also been involved in the sale of traditional and life insurance products. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm offers customized portfolio construction and rebalancing based on client risk profiles, utilizing a mix of individual securities, ETFs, mutual funds, and independent managers.
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