Nicole Renee Wagner

Current Employers

Employment History

• 04/2014 → 12/2019
  First Federal Bank
  Findlay, OH
• 01/2020 → 05/2021
  Copleand, Allen, & Kramp Financial
  Findlay, OH
• 06/2020 → 06/2021
  Voya Financial Advisors, Inc.
  Findlay, OH
• 06/2021 → 11/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2021 → 11/2025
  Allen-Kramp Wealth Managment
  Findlay, OH
• 04/2024 → 11/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 11/2025 → Present
  Asset One Wealth Management Dba Ak Wealth Management
  Findlay, OH

Previous Registrations

• 2024-04-14 → 2025-11-18
  Cetera Investment Advisers Llc
  Findlay, OH

Other Businesses

1) Asset One Wealth Management dba AK Wealth Management; Yes; At Registered Location; RIA; Wealth Advisor; 11/2025; 160; 140; Paraplanner. 2) Cory-Rawson PTO; No; 3930 CR 26 Rawson, OH 45881; Charitable or Non-Profit Organization; President; 01/2023; 4; 1; Attend meetings, sit on planning committees to help plan events and facilitate meetings. 3) Millstream Area Credit union; No; 1007 Western Ave Findlay, OH 45840; Board of Directors; Board Member; 11/2023; 2; 0; Board member, attend regular and special meetings, participate in board committees, amend credit union bylaws, hires and assigns duties of CEO while also evaluation performance of CEO. 4) Green & Gold Foundation Fund; No; 3930 CR 26 Rawson, OH 45881; Charitable or Non-Profit Organization; Board Member; 01/2023; 1; 0; Set up meetings and help with marketing the new foundation for an all alumni database. 5) Old Millstream Foundation; No; 1017 E Sandusky St Findlay, OH 45839; Charitable or Non-Profit Organization; Board Member; 01/2023; 1; 0; Marketing chair to help with promoting scholarship fund for high school seniors and college students.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-19
• S63 Uniform Securities Agent State Law Examination
  2023-10-03