Lia Regina Bertelson
Member/Chief Compliance OfficerMallini Complete Financial Planning LLCCRD 6469786
About Lia Regina Bertelson
Lia Regina Bertelson is listed as Member/Chief Compliance Officer at Mallini Complete Financial Planning LLC in Gainesville, FL. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Mallini Complete Financial Planning LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lia Regina Bertelson work?
Lia Regina Bertelson is listed as Member/Chief Compliance Officer at Mallini Complete Financial Planning LLC on SEC Form ADV.
How much of Mallini Complete Financial Planning LLC does Lia Regina Bertelson own?
Form ADV reports a beneficial ownership band of 25-50%.
Mallini Complete Financial Planning LLC
| Title | Member/Chief Compliance Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2015 |