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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

TitleMember/Chief Compliance Officer
Ownership25-50%
Control personYes
Since2015
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