Maria Catherine Cacia

Employer firm

Wealthcare Advisory Partners LLC CRD 171976

$8.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → Present
  Lpl Financial Llc
  Merion Station, PA
• 09/2018 → Present
  Wealthcare Advisory Partners Llc (Dba:SEcure Planning Group Llc)
  Merion Station, PA

Previous Registrations

• 2008-06-26 → 2011-05-06
  Cetera Wealth Services, Llc
  King Of Prussia, PA
• 2005-09-30 → 2008-06-12
  Principal Securities, Inc.
  King Of Prussia, PA
  Wayne, PA

Other Businesses

(1) 09/10/2012 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Fixed Insurance sales - 0 Hrs/Mth - 0 Hrs During Trading -Time Spent 70% (2) 10/25/2016: Maria Cacia Company, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start 01/01/2007 - 0 Hours Per Month - Inactive. (3) 10/26/2016: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 01/01/2013 - 80 Hours Per Month/2 Hours During Securities Trading - Life Brokerage in Hammonton, NJ is a general agent I use for fixed insurance. (4) 11/3/2016: No Business Name - Investment Related - Philadelphia, PA - Real Estate Rental - Started 09/12/2012 - 0 Hours Per Month. (5) 11/3/2016: No Business Name - Investment Related - Philadelphia, PA - Real Estate Rental - Started 01/01/2010 - 0 Hours Per Month. (6) 11/3/2016: No Business Name - Investment Related - Brigantine, NJ - Real Estate Rental - Started 08/01/2015 - 0 Hours Per Month. (7) 11/3/2016: breathe inc - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/01/1990 - 0 Hours Per Month. (8) 9/13/2018 - Wealthcare Advisory Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/18/2018 - 80 Hours Per Month/3 Hours During Securities Trading - I provide investment advisory services through Wealthcare Advisory Partners, an independent investment advisor firm. I started this business activity in 01/18/2018. I expect to spend approximately 80 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (9) 9/13/2018 - Wealthcare Advisory Partners - DBA: Secure Planning Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 01/18/2018 - 80 Hours Per Month/3 Hours During Securities Trading - I provide investment advisory services through Wealthcare Advisory Partners, an independent investment advisor firm. I started this business activity in 01/18/2018. I expect to spend approximately 80 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (10) 4/13/2021 - No Business Name - Investment Related - Mortgage/Real Estate Services - Start Date: 3/31/2021 - 0 Hours Per Month/0 Hours During Securities Trading - Obtained a real estate license to better understand family's holdings. 11) 08/01/2025 - Real Estate Rental - Investment Related - Start Date:01/01/2023 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-05-25

Other Names

• Maria C Cacia