Nicole Renee Wagner
Investment adviser representative at Asset One Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$982.5MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Asset One Wealth Management, LLCDec 2025 to now
- Asset One Wealth Management dba Ak Wealth ManagementNov 2025 to now
- Purshe Kaplan Sterling InvestmentsNov 2025 to now
- Cetera Investment Advisers LLCApr 2024 to Nov 2025
- Cetera Wealth Services, LLCJun 2021 to Nov 2025
- Allen-kramp Wealth ManagmentMay 2021 to Nov 2025
- Voya Financial Advisors, Inc.Jun 2020 to Jun 2021
- Copleand, Allen, & Kramp FinancialJan 2020 to May 2021
- First Federal BankApr 2014 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
Asset One Wealth Management, LLC
$982.5MAssets managed
1,173Clients
18Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7223326
- Firm CRD
- 336350