Malea A. Hornback
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Malea A Hornback, CFP®, who also goes by Malea Ann Hornback, Malea Ann Weinfurther, Malia Ann Weinfurther, Malea Ann Weinfurther, was a registered financial professional .
Malea is a previously registered financial professional and started their career in finance in 1996. Malea had worked at 3 firms and has passed the Series 7 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2018
Experience
March 6, 2023 - February 19, 2026
WEALTH PLANNING CORP
October 17, 2012 - July 3, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 4, 1997 - September 15, 1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 8, 1996 - February 10, 1997
FINANCIAL SQUARE PARTNERS
Primary Firm SEC Registration
WEALTH PLANNING CORP
CRD#: 105369 / SEC#: 801-18378
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
WEALTH PLANNING CORP
CRD#: 105369 / SEC#: 801-18378
Contact information
SEC notice filing (11 States and Territories)
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 | ||
| 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.
