Krist Sue Zipfel is listed as Chief Compliance Officer at Trellis Wealth Advisors, LLC in San Luis Obispo, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Trellis Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Krist Sue Zipfel work?
Krist Sue Zipfel is listed as Chief Compliance Officer at Trellis Wealth Advisors, LLC on SEC Form ADV.
How much of Trellis Wealth Advisors, LLC does Krist Sue Zipfel own?
Form ADV reports a beneficial ownership band of Under 5%.