Nicole Wagner
Nicole Wagner is a registered investment advisor at Asset One Wealth Management, LLC, based in Findlay, OH, with 5 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,173 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The annual fee will not exceed 1.75%. Asset One may charge clients different fees for assets advised by Asset One that are held away from the primary custodian.
Fee Estimator
Location
520 South Main Street, Suite A, Findlay, OH, 45840
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nicole is involved with several non-profit organizations, including United Way, Hancock Leadership Alumni Association, and Hancock Youth Leadership, holding positions such as Fire Division Chair, Treasurer, and President. She also works full-time as a Registered Representative for Allen-Kramp Wealth Management, selling and servicing insurance and securities, and is a Notary Public.
Employment History
Current Registrations
Asset One Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Voya Financial Advisors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.