Leah N Cook
Advisor at Asset One Wealth Management, LLC — Findlay, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
1 year
Location
Findlay, OH 45840
Asset One Wealth Management, LLC
Team
Leah Cook is a financial advisor at Asset One Wealth Management, LLC in Findlay, OH. She holds the Series 63 and Series 65 licenses and has experience working with several firms including Cetera Wealth Services, Allen-Kramp Wealth Management, and Purshe Kaplan Sterling Investments. Outside of her advisory role, she is actively involved in community and nonprofit organizations such as Flag City Vet Fest, Habitat for Humanity, and Silent Watch, where she holds leadership and volunteer positions. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to a range of clients including individuals, trusts, estates, and business entities. The firm employs a strategic asset allocation approach customized to client risk profiles, utilizing a mix of individual securities, ETFs, mutual funds, and Independent Managers, with additional services including ERISA retirement-plan consulting and family office coordination for high-net-worth clients.
Based on Asset One Wealth Management, LLC
up to 1.75% annually
Clients may engage persons associated with the firm under separate commission-based arrangements through PKS.
Findlay, OH
520 South Main Street, Suite A
Findlay OH 45840
Advisors at this office
4
Ohio
1 year of industry experience
Asset One Wealth Management dba AK Wealth Management
2025 - Present • 1 year
Findlay, OH
Purshe Kaplan Sterling Investments
2025 - Present • 1 year
Albany, NY
Cetera
2025 - 2025 • 1 year
Schaumburg, IL
Cetera Wealth Services, LLC
2023 - 2025 • 2 years
El Segundo, CA
Allen-Kramp Wealth Management
2021 - 2025 • 4 years
Findlay, OH
Cetera Advisor Networks
2021 - 2023 • 2 years
El Segundo, CA
HART
2020 - 2021 • 1 year
Toledo, OH
TDC Marketing
2018 - 2020 • 2 years
Maumee, OH
Concentrek Group
2012 - 2018 • 6 years
Toledo, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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