DN
DN

Denise J Nostrom

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
687 clients
Average Client Portfolio
$287K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$25K
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Location

1355 N Ocean Ave, Medford, NY, 11763

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Denise is an insurance agent involved in fixed insurance sales since 1996, dedicating a few hours per week to this activity. She is also a director with 100% ownership in Diversified Financial Solutions, spending nearly full-time on this endeavor, and the founder/president of a non-profit women's group, POWER, dedicating minimal time.

Employment History
Current Registrations
Blackridge Asset Management, LLC
July 2016 - Present · 9 yrs 7 mos
Peak Brokerage Services, LLC
January 2016 - Present · 10 yrs 1 mo
Peak Brokerage Services, LLCBroker
January 2016 - Present · 10 yrs 1 mo
Previous Registrations
Blackridge Asset Management, LLC
January 2016 - January 2016 · 0 mos
Next Financial Group, INC.
February 2013 - December 2015 · 2 yrs 10 mos
Next Financial Group, INC.Broker
May 2004 - December 2015 · 11 yrs 7 mos
Main Street Management CompanyBroker
June 1996 - May 2004 · 7 yrs 11 mos
Advantage Capital CorporationBroker
January 1996 - March 1996 · 2 mos
American Express Financial Advisors INC.Broker
September 1992 - September 1995 · 3 yrs
Ids Life Insurance CompanyBroker
September 1992 - September 1995 · 3 yrs
Smith Barney, Harris Upham & CO., IncorporatedBroker
August 1991 - October 1991 · 2 mos
State Registrations17 states
AZCOCTDCFLILMAMDMNNCNJNYPASCTNTXVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Denise J Nostrom - Financial Advisor | TrueAdvisor