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11201 Se 8Th Street, Suite 105, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-15 |
Branch Locations
520 South Main St, Suite A, Findlay, OH 45840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allen-Kramp Wealth Management | Findlay | OH | 06/2021 | 10/2025 |
| Hart | Toledo | OH | 03/2020 | 06/2021 |
| Tdc Marketing | Maumee | OH | 04/2018 | 01/2020 |
| Concentrek Group | Toledo | OH | 03/2012 | 04/2018 |
| Cetera Advisor Networks | El Segundo | CA | 06/2021 | 11/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2023 | 11/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2025 | 11/2025 |
| Asset One Wealth Management Dba Ak Wealth Management | Findlay | OH | 11/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2025 | Present |
1) Asset One Wealth Management dba AK Wealth Management; Yes; At Registered Location; RIA; COO; 11/2025; 160; 150; Para Planner, account opening, office management. 2) Flag City Vet Fest; No; 1100 East Main Cross St Suite 123 Findlay, OH 45840; Charitable/Non-Profit Organization; Volunteer Leader; 02/2025; 1; 0; Gather volunteers for the event, work the event and hold monthly meetings leading up to the event which takes place each June. 3) Hancock County Chamber of Commerce; No; 123 East Main St Findlay, OH 45840; Civic Organization; Chamber Ambassador; 04/2023; 1; 0; Volunteer position to meet other business professionals and attend ribbon cutting ceremonies. 4) Habitat for Humanity; No; 1200 Commerce Parkway Findlay, OH 45840; Charitable or Non-Profit Organization; Media Relations Committee Chair; 05/2025; 1; 1; Coordinate media, including press releases, pitching stories. Media advisory, news releases with new home builds, zoom meeting 1x per month. 5) Silent Watch; No; 969 Woodview Dr Ashland, OH 44805; Charitable or Non-Profit Organization; Hancock County Host; 09/2022; 1; 0; Volunteer Lead for the Hancock County event that raises awareness against veteran suicide each September. 6) Notary; No; At Registered Location; Notary; Notary Public; 01/2022; 1; 1; Notary Public.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-11 |
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