EM
ChFC
EM
ChFC

Emily Malecha

24 Years of Experience
Minneapolis, MN
BrokerSells Insurance

Emily Malecha is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Minneapolis, MN, with 24 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2701 University Ave Se, Minneapolis, MN, 55414

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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

Emily is an agent/broker for Confidere Financial since 2019, dedicating minimal time to this role. She also works as an agent/broker for North Star Consultants & North Star Brokerage, selling fixed insurance, dedicating a few hours per week.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
May 2014 - August 2023 · 9 yrs 3 mos
Cri Securities, LLC
May 2014 - October 2021 · 7 yrs 5 mos
Securian Financial Services, INC.Broker
December 2001 - August 2023 · 21 yrs 8 mos
Cri Securities, LLCBroker
December 2001 - October 2021 · 19 yrs 10 mos
State Registrations25 states
AZCACOFLGAHIIAILINMAMIMNMONCNDNYOHORRISDTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.