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Titus A
CFP®, Series 66
Findlay, OH
Asset One Wealth Management, LLC
Titus Allen is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Asset One Wealth Management, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Cetera Investment Advisers LLC, Cetera Wealth Services, LLC, Voya Financial Advisors, and Fifth Third Securities. Outside of advising, he owns and oversees operations at Truly Natural Therapies, a spa business. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to a diverse client base including individuals, trusts, business entities, and charitable organizations. The firm employs a strategic asset allocation approach tailored to client risk profiles and objectives, utilizing a mix of individual securities, ETFs, mutual funds, and independent managers.
Leah C
Series 63, Series 65
Findlay, OH
Asset One Wealth Management, LLC
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.
Nicole W
Series 63, Series 65
Findlay, OH
Asset One Wealth Management, LLC
Nicole Wagner is a financial advisor with Asset One Wealth Management, LLC in Findlay, Ohio. She holds Series 63 and Series 65 licenses and has five years of industry experience, including roles at Cetera Wealth Services and Voya Financial Advisors. Wagner serves as president of the Cory-Rawson PTO and holds board positions with the Millstream Area Credit Union, the Green & Gold Foundation Fund, and the Old Millstream Foundation. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm offers customized portfolios based on strategic asset allocation and serves clients with a range of wealth management needs, including family office coordination for those with over $2 million in assets.
Marcy B
Series 63, Series 65
Findlay, OH
Asset One Wealth Management, LLC
Marcy Bibler is a financial advisor at Asset One Wealth Management, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fifth Third Securities and Cetera. Bibler also serves as Director of Client Experience at Asset One Wealth Management dba AK Wealth Management. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm offers customized portfolios based on strategic asset allocation and serves clients with a range of wealth management needs, including family office coordination for clients with over $2 million in assets.
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