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Leah Cook

Advisor at Asset One Wealth Management, LLC

Updated today

Location

Findlay, OH 45840

Credentials

Series 63, Series 65

Industry experience

1 year

About

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.

Client services

Based on Asset One Wealth Management, LLC

Financial planning Portfolio management

Expertise

Based on Asset One Wealth Management, LLC

Retirement income strategy Debt management Charitable giving & philanthropy Multi-generational wealth transfer Trust structures (GRAT, IDGT, revocable)

Fee options

Percentage

Up to 1.75% per annum, charged quarterly in advance

Commissions

Securities brokerage services offered by certain supervised persons under separate commission-based arrangements

Location

520 South Main St, Suite A

Findlay, OH 45840

Most active in

Ohio

Work history

Asset One Wealth Management dba AK Wealth Management

2025 - Present (1 year)

Purshe Kaplan Sterling Investments

2025 - Present (1 year)

Cetera

2025 - 2025 (1 year)

Cetera Wealth Services, LLC

2023 - 2025 (2 years)

Allen-Kramp Wealth Management

2021 - 2025 (4 years)

Cetera Advisor Networks

2021 - 2023 (2 years)

HART

2020 - 2021 (1 year)

TDC Marketing

2018 - 2020 (2 years)

Concentrek Group

2012 - 2018 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 65

Findlay, OH

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Findlay, OH

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Series 65

Findlay, OH

Tonjes Financial Group

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Ryan G

CFP®, Series 63, Series 65

Findlay, OH

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Ryan Geary is a CFP® with eight years of industry experience, currently serving at Resolute Wealth Advisor, Inc. since 2022. Prior to this, he worked at NYLIFE Securities, LLC and St. Bonore Financial, among others. Outside of his advisory role, he is an owner of rental property through G & J Northwest Rentals, LLC. Resolute Wealth Advisor, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a generally efficient market framework and offers specialized services for retirement plans and institutional clients.

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Scott H

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Findlay, OH

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Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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