Leah Cook
Advisor at Asset One Wealth Management, LLC
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.
Advisor at Asset One Wealth Management, LLC
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.
Location
Findlay, OH 45840
Credentials
Series 63, Series 65
Industry experience
1 year
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% per annum, charged quarterly in advance
Securities brokerage services offered by certain supervised persons under separate commission-based arrangements
520 South Main St, Suite A
Findlay, OH 45840
Ohio
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)
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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