Maili Renae Bergman
Investment adviser representative at Mutual Advisors, LLC
10 yearsExperience
1 stateRegistered in
$9.4BFirm assets
13 yearsFirm in business
Are you Maili Renae Bergman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Mutual Advisors, LLCJul 2021 to now
- Mb Global Enterprises, LLC.Nov 2018 to now
- Blueshirt GroupJan 2021 to Sep 2021
- Live Nation EntertainmentSep 2011 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mutual Advisors, LLC
$9.4BAssets managed
9,960Clients
153Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2530957
- Firm CRD
- 167658