Denise Marie Petersen
Investment adviser representative at Asset One Wealth Management, LLC
32 yearsExperience
1 stateRegistered in
$982.5MFirm assets
1 yearFirm in business
Are you Denise Marie Petersen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
32 years in the industry.
- Asset One Wealth Management, LLCSep 2025 to now
- Purshe Kaplan Sterling InvestmentsSep 2025 to now
- Denise M. PetersenFeb 1994 to now
- Nwf Advisory Services, IncMar 2009 to Sep 2025
- Osaic Wealth, Inc.Feb 1994 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (OR).
Asset One Wealth Management, LLC
$982.5MAssets managed
1,173Clients
18Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2016985
- Firm CRD
- 336350