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11201 Se 8Th Street, Suite 105, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-26 |
Branch Locations
520 South Main Street, Suite A, Findlay, OH 45840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third | Findlay | OH | 02/2010 | 10/2022 |
| Fifth Third Securities | Findlay | OH | 03/2010 | 10/2022 |
| Allen-Kramp Wealth Management | Findlay | OH | 10/2022 | 11/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2022 | 11/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 11/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2025 | Present |
| Asset One Wealth Management Dba Ak Wealth Management | Findlay | OH | 11/2025 | Present |
1) Asset One Wealth Management dba AK Wealth Management; Yes; At Registered Location; RIA; Director of Client Experience; 11/2025; 160; 150; Opening accounts, office management, filing, secretary duties as assigned, para planner. 2) Residential Property; No; 1731 South Agner St Ottawa, OH 45875; Real Estate Rental/Commercial/Property/Management Services; Owner; 10/2022; 1; 0; Maintain duplex, collect rent, maintenance as needed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-02 |
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