Daniel Thomas Bresson

Encompass More Asset Management LLC

17 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Encompass More Asset Management LLC

Compensation

Fee-Only (AUM)

Firm Size

66 advisors

Number of Clients

4,042 clients

Average Client Portfolio

$144K average

Assets Under Management

$581.9M

Fee Structure

Financial Planning:Included in AUM fee

Location

2665 S. Moorland Rd, Suite 212, New Berlin, WI, 53151

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

February 1992

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Daniel is a licensed independent insurance agent.

Employment History

Current Registrations

Encompass More Asset Management LLC

September 2024 - Present · 1 yr 5 mos

Previous Registrations

Scf Investment Advisors, INC.

July 2023 - October 2024 · 1 yr 3 mos

Global View Capital Management LLC

January 2014 - July 2023 · 9 yrs 6 mos

The Strategic Financial Alliance

November 2010 - December 2013 · 3 yrs 1 mo

Investment Advisors International, INC.

August 2008 - November 2010 · 2 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.