MW
MW

Maleeah Lonna Wernsing-Cuevas

20 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
971 clients
Average Client Portfolio
$651K average
Assets Under Management
$632.1M

Fee Structure

Minimum Investment:None
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Location

4707 Perry Ridge Lane, Loves Park, IL, 61111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Maleeah is an insurance agent since 2011, providing consultations to advisory clients on insurance policies, dedicating minimal time to this activity. She also leads a women's social group, Women in Motion, providing education on financial and lifestyle wellness, dedicating minimal time to this activity.

Employment History
Current Registrations
Klaas Financial Asset Advisors, LLC.
March 2007 - Present · 18 yrs 11 mos
Previous Registrations
Securities America, INC.Broker
July 2020 - September 2020 · 2 mos
Investacorp Advisory Services INC
January 2007 - November 2015 · 8 yrs 10 mos
Investacorp, INC.Broker
May 2006 - July 2020 · 14 yrs 2 mos
Country Capital Management CompanyBroker
February 2005 - May 2006 · 1 yr 3 mos
State Registrations2 states
ILWI
Advisor
Exams
No exam information available for this advisor.