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Michelle Klein

Wealthera Financial Planning

Orlando, FL

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Current Employers
Wealthera Financial Planning

Orlando, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Orlando, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 12/2018 05/2022
Unemployed Orlando FL 04/2018 12/2018
At&T Orlando FL 03/2008 04/2018
Sageview Advisory Group, Llc (Crd #126777) Newport Beach CA 05/2022 01/2025
Cetera Advisor Networks El Segundo CA 09/2022 01/2025
Wealthera Financial Planning Llc Orlando FL 01/2025 Present
  • 12/2018 → 05/2022
    Edward Jones
    St Louis, MO
  • 04/2018 → 12/2018
    Unemployed
    Orlando, FL
  • 03/2008 → 04/2018
    At&T
    Orlando, FL
  • 05/2022 → 01/2025
    Sageview Advisory Group, Llc (Crd #126777)
    Newport Beach, CA
  • 09/2022 → 01/2025
    Cetera Advisor Networks
    El Segundo, CA
  • 01/2025 → Present
    Wealthera Financial Planning Llc
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-02
  • S66 Uniform Combined State Law Examination
    2019-02-02
Designations
Other Names
  • Michelle Leigh Athearn
  • Michelle Leigh Klein

View on SEC IAPD

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