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Current Employers
Asset One Wealth Management, Llc

11201 Se 8Th Street, Suite 105, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-12-26
  • OH RA
    APPROVED
    Since 2025-12-26

Branch Locations

520 South Main Street, Suite A, Findlay, OH 45840 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fifth Third Securities Findlay OH 10/2007 08/2017
Voya Financial Advisors Findlay OH 08/2017 06/2021
Cetera Wealth Services, Llc El Segundo CA 06/2021 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 Findlay OH 11/2025 Present
  • 10/2007 → 08/2017
    Fifth Third Securities
    Findlay, OH
  • 08/2017 → 06/2021
    Voya Financial Advisors
    Findlay, OH
  • 06/2021 → 11/2025
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → 11/2025
    Schaumburg, IL
  • 11/2025 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 11/2025 → Present
    Asset One Wealth Management
    Findlay, OH
Previous Registrations
  • 2023-06-29 → 2025-11-18
    Findlay, OH
  • 2021-06-09 → 2023-06-29
    Cetera Wealth Services, Llc
    Richboro, PA
    Findlay, OH
  • 2017-08-16 → 2021-06-09
    Findlay, OH
    Richboro, PA
    Windsor, CT
  • 2007-10-11 → 2017-09-08
    Findlay, OH
    Findlay, OH
    Findlay, OH
    Findlay, OH
    Findlay, OH
    Fostoria, OH
    Tiffin, OH
  • 2007-02-22 → 2007-10-23
    Chase Investment Services Corp.
    Bluffton, OH
    Lima, OH
Other Businesses

1) Asset One Wealth Management dba AK Wealth Management; Investment related; At Registered Location; RIA; IAR; 11/2025; 150; 150; Advisor. 2) Fixed Insurance; Investment related; At Registered Location; Fixed/Traditional Insurance; Agent; 11/2025; 10; 10; Sales of Fixed/Traditional Insurance Products. 3) Tark Leasing LLC; Not investment related; 524 South Main St Findlay, OH 45840; Operating LLC/Support Company; 08/2025; 1; 0; Leasing equipment as owner. 4) Truly Natural Therapies; Not investment related; 524 South Main St Findlay, OH 45840; Spa Owner; Owner; 08/2025; 10; 0; Oversee business functions and staff. 5) Midstream, LLC; Not investment related; 8128 Ash Ridge Lane Findlay, OH 45840; Operating LLC/Support Company; Owner; 06/2018; 1; 0; Operating Member. 6) Midstream 2, LLC; Not investment related; 8128 Ash Ridge Lane Findlay, OH 45840; Real Estate Rental/Commercia;/Property/Management Services; Owner; 09/2008; 5; 0; Owner-collecting rent. 7) Midstream 3, LLC; Not investment related; 8128 Ash Ridge Lane Findlay, OH 45840; Real Estate Rental/Commercial/Property/Management Services; Owner; 08/2019; 1; 0; Collecting Rent.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-20
  • S66 Uniform Combined State Law Examination
    2007-02-20
Designations
Other Names
  • D Titus Allen
  • Titus D Allen

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