Mary E. Minshall

ENCOMPASS WEALTH ADVISORS

Portland, OR 97224

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CRD#: 4073837

Professional summary

Mary Elizabeth Minshall, who also goes by Mary Elizabeth Kaiser, Mary Elizabeth Schildan, is a registered financial advisor currently at ENCOMPASS WEALTH ADVISORS, LLC located in Portland, Oregon and PURSHE KAPLAN STERLING INVESTMENTS located in Portland, Oregon.

Mary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Mary has worked at 5 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mary Elizabeth Kaiser | Mary Elizabeth Schildan

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. Encompass Wealth Advisors, LLC. Investment Related. 15350 SW Sequoia Pkwy, Suite 250, Portland OR 97224. RIA. Executive Director. Start 7/2014. 160 hours per month. 2. Notary Republic. Not Investment Related. At Registered Location. Notary. Notary. Start Date: 04/16/2024. 1 hr/ month; all during trading hours. Notary of client documents. Clients must be in my presence

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Elizabeth Minshall'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

November 25, 2019 - Present

ENCOMPASS WEALTH ADVISORS, LLC

Office #1: 15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224

RIA

CRD#: 170807

Portland, OR

Current

July 15, 2014 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224

CRD#: 35747

Portland, OR

Past

March 3, 2014 - July 23, 2014

MORGAN STANLEY

RIA

CRD#: 149777

PORTLAND, OR

Past

June 1, 2009 - July 23, 2014

MORGAN STANLEY

CRD#: 149777

PORTLAND, OR

Past

June 23, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

PORTLAND, OR

Past

September 27, 2000 - July 7, 2008

UBS FINANCIAL SERVICES INC.

CRD#: 8174

PORTLAND, OR

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".

ENCOMPASS WEALTH ADVISORS, LLC

AMBERBION CAPITAL ADVISORS, LLC | ENCOMPASS WEALTH ADVISORS, LLC

CRD#: 170807 / SEC#: 801-79393

RIA

Registered Investment Advisory firm - (3/24/2014 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(10/1/2025)

California
(10/13/2017)

Ohio
(10/1/2025)

Oregon
(7/15/2014)

IAR

Oregon
(11/25/2019)

Texas
(10/2/2024)

Washington
(10/13/2017)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/12/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/26/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ENCOMPASS WEALTH ADVISORS, LLC

AMBERBION CAPITAL ADVISORS, LLC | ENCOMPASS WEALTH ADVISORS, LLC

CRD#: 170807 / SEC#: 801-79393

RIA

Registered Investment Advisory firm - (3/24/2014 Approved)

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Contact information

Main Address

15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224

Mailing Address

Phone number

(971) 371-3451

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENCOMPASS WEALTH ADVISORS, LLC - FORM ADV 2 A DISCLOSURE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,103
AUM (Assets Under Management)	$ 413,314,010

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.

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Mary E. Minshall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Elizabeth Minshall's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

ENCOMPASS WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/12/2001

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/26/2000

FINRA

Current Firm

ENCOMPASS WEALTH ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENCOMPASS WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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