Malea A. Hornback

WEALTH PLANNING CORP

Cincinnati, OH 45249

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CRD#: 2497140

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.

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^®

Certified Financial Planner

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

CRD#: 7691

CINCINNATI, OH

Past

March 4, 1997 - September 15, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

May 8, 1996 - February 10, 1997

FINANCIAL SQUARE PARTNERS

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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)

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.

Exams

General Industry/Product Exam

Series 7

Date: 10/16/2012

General Securities Representative Examination

Current Firm

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

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

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

CRS CLIENT RELATIONSHIP SUMMARY (3/28/2025)

Regulatory assets under management

Total Number of Accounts	454
AUM (Assets Under Management)	$ 518,196,197

Accountant surprise examination report

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

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.

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Malea A. Hornback

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Malea A Hornback's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH PLANNING CORP

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FINANCIAL SQUARE PARTNERS

Primary Firm SEC Registration

WEALTH PLANNING CORP

State Registrations and Notice Filings

Exams

Series 7

Date: 10/16/2012

Current Firm

WEALTH PLANNING CORP

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WEALTH PLANNING CORP

TRUST BUT VERIFY

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