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Denise S
CFP®, Series 63, Series 65
Chariton, IA
OSAIC
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.
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