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Malea A Hornback

Malea A. Hornback

WEALTH PLANNING CORP
Cincinnati, OH 45249
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CRD#: 2497140
Malea A Hornback

Professional summary


Malea A Hornback, CFP®, who also goes by Malea Ann Hornback, Malea Ann Weinfurther, Malia Ann Weinfurther, Malea Ann Weinfurther, is a registered financial advisor currently at WEALTH PLANNING CORP located in Cincinnati, Ohio.

Malea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Malea has worked at 3 firms and has passed the Series 7 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Malea Ann Hornback | Malea Ann Weinfurther | Malia Ann Weinfurther | Malea Ann Weinfurther

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 Malea A Hornback'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®
CFP®

Start date: 2018

Experience


Current

March 6, 2023 - Present

WEALTH PLANNING CORP

Office #1: 8370 E. Kemper Road, Cincinnati, OH 45249
RIA
CRD#: 105369
Cincinnati, OH
Past

October 17, 2012 - July 3, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CINCINNATI, OH
Past

March 4, 1997 - September 15, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

May 8, 1996 - February 10, 1997

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WP
WEALTH PLANNING CORP
WEALTH PLANNING CORP

CRD#: 105369 / SEC#: 801-18378

RIA
Registered Investment Advisory firm - (2/18/1983 Approved)
Ohio
Registered Investment Advisory firm - (4/28/2022 Terminated)

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
Ohio
(3/6/2023)

Exams


General Industry/Product Exam
RR
Series 7
Date: 10/16/2012
General Securities Representative Examination

Current Firm


WP
WEALTH PLANNING CORP
WEALTH PLANNING CORP

CRD#: 105369 / SEC#: 801-18378

RIA
Registered Investment Advisory firm - (2/18/1983 Approved)
Ohio
Registered Investment Advisory firm - (4/28/2022 Terminated)
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Contact information


Main Address
8370 E. Kemper Road, Cincinnati, OH 45249
Mailing Address
Phone number
(513) 733-1750
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (11 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2024 BROCHURE ADV (FILED MARCH 2025) (3/28/2025)

Regulatory assets under management


Total Number of Accounts454
AUM (Assets Under Management)$ 518,196,197

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
07/25/2025
Cover Page
01/28/2025
10/27/2023
01/12/2023

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


WEALTH PLANNING CORP

CRD#: 105369Cincinnati, OH 45249

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