Dina Maleny Capetillo jimenez
Investment adviser representative at Francis LLC
10 yearsExperience
1 stateRegistered in
$0Firm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Francis LLCMay 2026 to now
- Nicolet National BankDec 2022 to Apr 2026
- Premier Financial Credit UnionNov 2017 to Sep 2022
- Papa Don's PizzeriaMay 2016 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WI).
Francis LLC
$0Assets managed
97Clients
17Advisers
22 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
- 7803188
- Firm CRD
- 130687