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CW

Christopher Wacker

ENCOMPASS MORE ASSET MANAGEMENT

NEW BERLIN, WI

·CRD# 3028507·28 years experience

Professional Summary

Christopher Wacker, who also goes by Chris Wacker, Christopher L. Wacker, Christopher Lawrence Wacker, Christopher Wacker, is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in New Berlin, Wisconsin. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Christopher has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris Wacker, Christopher L. Wacker, Christopher Lawrence Wacker, Christopher Wacker

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

28 years in the financial services industry

Current & Past Employments

ENCOMPASS MORE ASSET MANAGEMENT LLC·CRD# 322382

RIA

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

September 10, 2024 - Present

SCF INVESTMENT ADVISORS, INC.·CRD# 123608

RIA

New Berlin, WI

July 18, 2023 - October 17, 2024

GLOBAL VIEW CAPITAL MANAGEMENT LLC·CRD# 158292

RIA

New Berlin, WI

December 22, 2017 - July 19, 2023

PARK AVENUE SECURITIES LLC·CRD# 46173

RIA

Brookfield, WI

December 22, 2000 - May 29, 2015

PARK AVENUE SECURITIES LLC·CRD# 46173

BD

Brookfield, WI

May 3, 1999 - May 29, 2015

GUARDIAN INVESTOR SERVICES LLC·CRD# 6635

BD

New York, NY

June 19, 1998 - May 3, 1999

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Current Firm

EM

ENCOMPASS MORE ASSET MANAGEMENT LLC

AIRBORN FINANCIAL SOLUTIONS | THE WEALTH AKADEMY FINANCIAL LLC | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | LUMARRA CAPITAL | LUMARRA ADVISORS | HARVEST WELL FINANCIAL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | FINANCE BLOOMS | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | DEFREECE FINANCIAL SOLUTIONS | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP | AJM FINANCIAL

CRD#: 322382 / SEC#: 801-126102

RIA

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

Contact Information

Main Address

390 Diablo Rd Suite 100, Danville, CA 94526

Phone Number

(925) 272-8850

# of Employees

108

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ENCOMPASS MORE ASSET MANAGEMENT LLC ADV BROCHURE (3/21/2026)

Regulatory Assets Under Management

Total Number of Accounts

8,361

AUM (Assets Under Management)

$984,886,079

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

(1) LICENSED INDEPENDENT INSURANCE AGENT.

[2] CHRISTOPHER WACKER, SELF-EMPLOYED REAL ESTATE INVESTMENTS; NOT INVESTMENT RELATED; ADDRESS: 524 E HOMER STREET, MILWAUKEE, WI 53207; NATURE: RENTAL PROPERTY; POSITION: OWNER AND LANDLORD; STARTED: NOVEMBER 1978; APPROX. 2 HRS/MONTH; APPROX. ZERO HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MANAGE TENANT RELATIONSHIPS AND BASIC BUILDING MAINTENANCE.

[3] UNITED PARCEL SERVICE (i.e. UPS); NOT INVESTMENT RELATED; ADDRESS: 351 CARGO WAY, MILWAUKEE, WI 53207; NATURE: WORLDWIDE DELIVERY AND SHIPPING COMPANY; POSITION: PACK-HANDLER-RAMP; STARTED: 09-05-2006; APPROX. 75 HRS/MONTH; APPROX. ZERO HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: A.M. SHIFT PACKAGE HANDLER AT AIRPORT IN MILWAUKEE, WI.

[4] GUARDIAN LIFE INSURANCE CO OF AMERICA; YES-INVESTMENT RELATED; ADDRESS: 1166 QUAIL COURT, SUITE 100, PEWAUKEE, WI 53072; NATURE: INSURANCE BROKER; POSITION: BROKER-AGENT; STARTED: 05-01-2015; APPROX. 8 HRS/MONTH; APPROX. 4 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: RECEIVE REQUESTS FROM AGENCY TO ASSIST WITH COMPLETING SERVICE REQUEST FORMS SUCH AS ADDRESS, BANK AND BENEFICIARY CHANGES AND OFFER ADDITIONAL SERVICES.

[5] DAYTON FREIGHT; NOT INVESTMENT RELATED; ADDRESS: 3135 CO HWY H STURTEVANT, WI 53177; NATURE: FREIGHT TRANSPORT; POSITION: FORKLIFT DOCK WORKER, 2ND SHIFT PART-TIME; STARTED: 04-02-2018; APPROX. 90 HRS/MONTH; APPROX. ZERO HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: DOCK FORKLIFT OPERATOR 2ND SHIFT PART-TIME, LOAD AND UNLOAD FREIGHT FROM SEMI AND STRAIGHT TRUCKS.

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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

AIRBORN FINANCIAL SOLUTIONS | THE WEALTH AKADEMY FINANCIAL LLC | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | LUMARRA CAPITAL | LUMARRA ADVISORS | HARVEST WELL FINANCIAL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | FINANCE BLOOMS | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | DEFREECE FINANCIAL SOLUTIONS | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP | AJM FINANCIAL

CRD#: 322382 / SEC#: 801-126102

RIA

Registered Investment Advisory firm - SEC (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.

IAR

Wisconsin
(9/10/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2017About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed May 2015About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2001About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 1998About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Wacker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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CW

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