AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DB

Daniel T. Bresson

ENCOMPASS MORE ASSET MANAGEMENT LLC
New Berlin, WI 53151
Some features on this profile are disabled
CRD#: 1360768
DB

Professional summary

Daniel Thomas Bresson, who also goes by Dan Bresson, Daniel T. Bresson, Daniel Bresson, is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in New Berlin, Wisconsin.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Daniel has worked at 8 firms and has passed the Series 63, Series 65, Series 6, Series 7 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dan Bresson | Daniel T. Bresson | Daniel Bresson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
LICENSED INDEPENDENT INSURANCE AGENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Thomas Bresson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 10, 2024 - Present

ENCOMPASS MORE ASSET MANAGEMENT LLC

Office #1: 2665 S. Moorland Rd Suite 212, New Berlin, WI 53151
RIA
CRD#: 322382
New Berlin, WI
Past

July 18, 2023 - October 17, 2024

SCF INVESTMENT ADVISORS, INC.

RIA
CRD#: 123608
NEW BERLIN, WI
Past

January 2, 2014 - July 20, 2023

GLOBAL VIEW CAPITAL MANAGEMENT LLC

RIA
CRD#: 158292
NEW BERLIN, WI
Past

November 12, 2010 - December 31, 2013

THE STRATEGIC FINANCIAL ALLIANCE, INC.

RIA
CRD#: 126514
WAUKESHA, WI
Past

November 12, 2010 - February 5, 2013

THE STRATEGIC FINANCIAL ALLIANCE, INC.

BD
CRD#: 126514
WAUKESHA, WI
Past

August 19, 2008 - November 2, 2010

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA
CRD#: 139233
WAUKESHA, WI
Past

July 29, 2008 - November 2, 2010

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
WAUKESHA, WI
Past

October 27, 1986 - March 21, 1988

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
Past

April 23, 1985 - May 30, 1985

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP

CRD#: 322382 / SEC#: 801-126102

RIA
Registered Investment Advisory firm - (7/14/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Wisconsin
(9/10/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 7/28/2008
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/11/2008
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6
Date: 7/28/2008
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 4/20/1985
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 8/11/2008
Investment Company Products/Variable Contracts Principal Examination

Current Firm

EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP

CRD#: 322382 / SEC#: 801-126102

RIA
Registered Investment Advisory firm - (7/14/2022 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
390 Diablo Rd Suite 100, Danville, CA 94526
Mailing Address
Phone number
(925) 272-8850
Established
Firm type
Fiscal year end
# of Employees
92

SEC notice filing (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ENCOMPASS MORE ASSET MANAGEMENT LLC ADV BROCHURE (9/17/2025)

Regulatory assets under management

Total Number of Accounts4,025
AUM (Assets Under Management)$ 581,910,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ENCOMPASS MORE ASSET MANAGEMENT LLC

CRD#: 322382New Berlin, WI 53151

TRUST BUT VERIFY

Monitor Daniel Bresson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Shelly May Wohler
Shelly WohlerAdvisorCheck Check Mark
INDEPENDENT FINANCIAL PARTNERS
IAR
RR
Brookfield, WI
Casey John Berrall
Casey BerrallAdvisorCheck Check Mark
BKM WEALTH MANAGEMENT
IAR
Brookfield, WI
CB
Carson BiberAdvisorCheck Check Mark
DRAKE & ASSOCIATES, LLC
IAR
WAUKESHA, WI
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics