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Maili Renae Bergman

Mutual Advisors, LLC

Manhattan Beach, CA

Omaha, NE

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Current Employers
Mutual Advisors, Llc

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-03-02
  • CA RA
    APPROVED
    Since 2022-03-02

Branch Locations

1419 Highland Ave., Manhattan Beach, CA 90266 • United States

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Live Nation Entertainment Beverly Hills CA 09/2011 11/2018
Blueshirt Group San Francisco CA 01/2021 09/2021
Mutual Advisors, Llc Omaha NE 07/2021 Present
Mb Global Enterprises, Llc. Manhattan Beach CA 11/2018 Present
  • 09/2011 → 11/2018
    Live Nation Entertainment
    Beverly Hills, CA
  • 01/2021 → 09/2021
    Blueshirt Group
    San Francisco, CA
  • 07/2021 → Present
    Omaha, NE
  • 11/2018 → Present
    Mb Global Enterprises, Llc.
    Manhattan Beach, CA
Other Businesses

1. MB Global Enterprises, LLC., Start Date: 01/01/2019, 2711 N. Sepulveda Blvd., Ste. 703, Manhattan Beach, CA 90266, LLC, Pass through income to pay to LLC, Principal, Business Owner, Not Investment Related, 5-10 Hours per month, 4 Hours per day during trading hours. 2. Independent Insurance Agent, Start Date: 10/01/2022, 2711 N Sepulveda Blvd., Ste. 703, Manhattan Beach, CA 90277, LLC, Insurance Sales, Agent, As a licensed insurance agent, I recommend/sale insurance products term, UL, LTC. whole life, health, Not Investment Related, 10 Hours per month, 1 Hour per day during trading hours. 3. Rental Property - 507 W Main St., Start Date: 11/01/2025, 507 W. Main St., Chartersville, GA 30120, Rental Property, Owner, Own, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours. 4. Total Comp - A Guide to Building Wealth Beyond the Paycheck, Start Date: 08/01/2026, 2006 N. Sepulveda Blvd., Ste. 703, Manhattan Beach, CA 90266, Under existing LLC under existing OBA MB Global Enterprises, LLC., Self published book on Amazon and print with website with supporting educational tools, Principal, Author and Educator, Not Investment Related, 5 Hours per month, 0 Hours per day during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-02
  • S65 Uniform Investment Adviser Law Examination
    2022-03-02
Other Names
  • Mail Renae Bergman

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