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DG

David M. Grzesk

ENCOMPASS MORE ASSET MANAGEMENT LLC
NEW BERLIN, WI 53151
Some features on this profile are disabled
CRD#: 4044854
DG

Professional summary

David Madey Grzesk, who also goes by Dave Grzesk, David M. Grzesk, David Grzesk, is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in New Berlin, Wisconsin.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. David has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dave Grzesk | David M. Grzesk | David Grzesk

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.
[1] AFLAC; NOT INVESTMENT RELATED; ADDRESS: 19265 W. CAPITAL DRIVE, SUITE 201, BROOKFIELD, WI 53045; NATURE: SUPPLEMENTAL INSURANCE; POSITION: BENEFITS ADVISOR; STARTED: 02-2018; APPROX. 4 HRS/MONTH DURING TRADING HOURS; APPROX. 4 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: SELL SUPPLEMENTAL INSURANCE, CLAIMS ASSISTANCE AND CUSTOMER SERVICE. (2) LICENSED INDEPENDENT INSURANCE AGENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Madey Grzesk'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 9, 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 17, 2023 - October 17, 2024

SCF INVESTMENT ADVISORS, INC.

RIA
CRD#: 123608
New Berlin, WI
Past

March 23, 2020 - July 18, 2023

GLOBAL VIEW CAPITAL MANAGEMENT LLC

RIA
CRD#: 158292
NEW BERLIN, WI
Past

October 22, 1999 - December 22, 1999

SIMMERS CAPITAL MANAGEMENT CORPORATION

BD
CRD#: 29960
PHOENIX, AZ

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
Texas
(9/9/2024)
IAR
Wisconsin
(9/9/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/28/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/25/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 10/21/1999
Investment Company Products/Variable Contracts Representative 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)
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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

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