Marcy R. Bibler

ASSET ONE WEALTH MANAGEMENT

Findlay, OH 45840

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CRD#: 4626831

Professional summary

Marcy Rae Bibler is a registered financial advisor currently at ASSET ONE WEALTH MANAGEMENT, LLC located in Findlay, Ohio and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.

Marcy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Marcy has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Marcy Rae Bibler'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

Current

November 24, 2025 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 80 State Street, Albany, NY 12207Office #2: 520 South Main St Suite A, Findlay, OH 45840

CRD#: 35747

ALBANY, NY

Past

June 29, 2023 - November 25, 2025

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

Findlay, OH

Past

November 4, 2022 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

Findlay, OH

Past

November 3, 2022 - November 25, 2025

CETERA WEALTH SERVICES, LLC

CRD#: 13572

Findlay, OH

Past

November 4, 2016 - October 7, 2022

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

FINDLAY, OH

Past

March 17, 2010 - October 7, 2022

FIFTH THIRD SECURITIES, INC.

CRD#: 628

FINDLAY, OH

Past

July 6, 2005 - February 2, 2010

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

FINDLAY, OH

Past

March 19, 2003 - July 6, 2005

BANC ONE SECURITIES CORPORATION

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Ohio
(11/24/2025)

IAR

Ohio
(12/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/4/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/2/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/18/2003

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

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

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 Accounts	1,754
AUM (Assets Under Management)	$ 435,591,345

Red Flags

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

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Marcy R. Bibler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcy Rae Bibler's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

CHASE INVESTMENT SERVICES CORP.

BANC ONE SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 11/4/2016

Series 63

Date: 6/2/2010

SIE

Date: 10/1/2018

Series 6

Date: 3/18/2003

FINRA

Current Firm

ASSET ONE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSET ONE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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