Unclaimed Profile

Maleeah Lonna Wernsing-Cuevas

KLAAS FINANCIAL ASSET ADVISORS, LLC.·LOVES PARK, Illinois

SIE, Series 6, Series 7, Series 63, Series 65Clean record19 years registeredKLAAS FINANCIAL ASSET ADVISORS, LLC.

4707 PERRY RIDGE LANE, LOVES PARK, IL 61111CRD# 4907620Firm CRD# 121399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Maleeah Lonna Wernsing-Cuevas · LOVES PARK, IL

Registration

CRD #4907620 · KLAAS FINANCIAL ASSET ADVISORS, LLC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KLAAS FINANCIAL ASSET ADVISORS, LLC.

KLAAS FINANCIAL ASSET ADVISORS, LLC.

Mar 2007 – May 2026

Frederick, MD

INVESTACORP ADVISORY SERVICES INC

Jan 2007 – Nov 2015

LOVES PARK, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · January 18, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KLAAS FINANCIAL ASSET ADVISORS, LLC.

CRD 121399 · SEC 801-79516

AUM

$569M

Regulatory assets under management

Employees

969 client accounts

Services offered by KLAAS FINANCIAL ASSET ADVISORS, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at KLAAS FINANCIAL ASSET ADVISORS, LLC. →

Introduction

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Frequently Asked Questions

What services does Maleeah Lonna Wernsing-Cuevas offer?

Maleeah Lonna Wernsing-Cuevas specializes in Financial Planning, Investment Management.

What are Maleeah Lonna Wernsing-Cuevas's credentials?

Maleeah Lonna Wernsing-Cuevas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Maleeah Lonna Wernsing-Cuevas located?

Maleeah Lonna Wernsing-Cuevas is based in LOVES PARK, Illinois, last registered with KLAAS FINANCIAL ASSET ADVISORS, LLC..

How does Maleeah Lonna Wernsing-Cuevas charge for services?

Maleeah Lonna Wernsing-Cuevas's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KLAAS FINANCIAL ASSET ADVISORS, LLC.?

KLAAS FINANCIAL ASSET ADVISORS, LLC. has approximately 13 employees and manages $569M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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