Denise Marie Petersen

Current Employers

Employment History

• 02/1994 → 09/2025
  Osaic Wealth, Inc.
  Oakland, CA
• 02/1994 → Present
  Denise M. Petersen
  Philomath, OR
• 03/2009 → 09/2025
  Nwf Advisory Services, Inc
  Los Angeles, CA
• 09/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2025 → Present
  Asset One Wealth Management
  Philomath, OR

Previous Registrations

• 2000-10-25 → 2025-09-05
  Osaic Wealth, Inc.
  Oakland, CA
  Philomath, OR
• 2009-03-25 → 2025-09-03
  Nwf Advisory Services Inc
  Philomath, OR
  Los Angeles, CA
• 2002-10-22 → 2009-03-17
  Sterling Financial Services, Inc.
  Oakland, CA

Other Businesses

1) Asset One Wealth Management; Yes; At Registered Location; RIA; IAR; 09/2025; 132; 80; Portfolio allocation, securities trading, and model selection. client meetings, planning - tax, insurance, income distribution, conversion strategies. 2) Fixed Insurance; No; At Registered Location; Traditional/Fixed Insurance; Agent; 01/1991; 5; 0; Sales of traditional/fixed insurance. 3) Life Insurance; No; At Registered Location; Agent; 01/1991; 5; 0; Sales of life insurance & long-term care

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-20
• S63 Uniform Securities Agent State Law Examination
  1990-02-08

Other Names

• Denise M Petersen
• Denise Petersen