Are you concerned about outliving your money?
Call for help - 360.608.8650
Are you concerned about outliving your money?
Call for help - 360.608.8650
COMPLETING This questionnaire will help us learn about you A
Filling out this questionnaire will help us learn about your unique needs and tailor a program designed to help you work toward your goals.
Our disclosures will help you learn more about us and our fiduciary commitment to always doing what is in your best interest.
HENDERSON ASSET MANAGEMENT, LLC
2900 NW Clearwater Drive, Suite 200-128, Bend, OR 97703
Diana Anita Henderson is the sole owner of Henderson Asset Management, LLC, Registered Investment Advisor,
a fiduciary financial planning and wealth management firm.
Our brochure Form ADV is available through the link below that will take you directly to the FINRA website.
FINRA stands for Financial Industry Regulatory Authority. The FINRA website is an excellent resource for consumers to gain knowledge about the financial industry, how various products work, and more.
HENDERSON ASSET MANAGEMENT, LLC - Investment Adviser Firm
Charles Schwab & Co., Inc. serves as our Custodian. Henderson Asset Management, LLC and
Charles Schwab & Co., Inc. are separate entities.
Investment results cannot be guaranteed. Risk in a client's portfolio is based on a thorough examination of a client's risk tolerance profile which includes assessing current and future income, spending habits, longevity predictions, and more.
Henderson Asset Management, LLC is a Registered Investment Advisor firm in the states of Oregon, Hawaii, and California.
We are also allowed to work with financial planning and wealth management clients in most other states under the de minimus rule.
Insurance products including life insurance and annuities are provided by Diana Anita Henderson, a licensed insurance agent.
Insurance Licenses: NPN 3234475, OR License 3234475, HI License 3234475, CA License 0C81540, WA License 755339
Copyright © Henderson Asset Management, LLC - All Rights Reserved.