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RK

Rodney M. Kramp

ASSET ONE WEALTH MANAGEMENT
Findlay, OH 45840
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CRD#: 2480011
RK
Rodney Michael KrampASSET ONE WEALTH MANAGEMENT

Professional summary

Rodney Michael Kramp, who also goes by Rodney M Kramp, is a registered financial advisor currently at ASSET ONE WEALTH MANAGEMENT, LLC located in Findlay, Ohio.

Rodney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Rodney has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Rodney M Kramp

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rodney Michael Kramp's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 26, 2025 - Present

ASSET ONE WEALTH MANAGEMENT, LLC

Office #1: 520 South Main St, Suite A, Findlay, OH 45840
RIA
CRD#: 336350
Findlay, OH
Past

November 14, 2025 - May 18, 2026

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Findlay, OH
Past

June 29, 2023 - November 18, 2025

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
Findlay, OH
Past

June 9, 2021 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
Findlay, OH
Past

June 9, 2021 - November 18, 2025

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
Findlay, OH
Past

August 16, 2017 - June 9, 2021

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
Findlay, OH
Past

August 14, 2017 - June 9, 2021

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
Findlay, OH
Past

February 14, 2005 - September 8, 2017

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
FINDLAY, OH
Past

July 17, 2003 - September 8, 2017

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
FINDLAY, OH
Past

June 1, 2001 - June 25, 2003

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

March 21, 1997 - June 4, 2001

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(2/13/2026)
IAR
Ohio
(12/26/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/17/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/7/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/12/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/20/1997
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AO
ASSET ONE WEALTH MANAGEMENT, LLC
AK WEALTH MANAGEMENT | ASSET ONE WEALTH MANAGEMENT, LLC

CRD#: 336350 / SEC#: 801-132828

RIA
Registered Investment Advisory firm - (6/6/2025 120-Day Approval)
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Contact information

Main Address
11201 Se 8th Street, Suite 105, Bellevue, WA 98004
Mailing Address
Phone number
(425) 504-830
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DISCLOSURE BROCHURE (11/10/2025)

Regulatory assets under management

Total Number of Accounts1,754
AUM (Assets Under Management)$ 435,591,345

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ASSET ONE WEALTH MANAGEMENT, LLC

CRD#: 336350Findlay, OH 45840

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