DG
DG

David Madey Grzesk

5 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is a benefits advisor for AFLAC, selling supplemental insurance and providing customer service, dedicating minimal time to this role. He is also 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
March 2020 - July 2023 · 3 yrs 4 mos
State Registrations2 states
TXWI
Advisor
Exams
No exam information available for this advisor.