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Daniel Thomas Bresson

Investment Adviser Representative at ENCOMPASS MORE ASSET MANAGEMENT LLC

New Berlin, WICRD #1360768Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Wisconsin
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 7/28/2008
Series 65
Uniform Investment Adviser Law Examination
Passed 7/11/2008
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/28/2008
Series 7
General Securities Representative Examination
Passed 4/20/1985
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 8/11/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Encompass MORE Asset Management LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ENCOMPASS MORE ASSET MANAGEMENT LLCCurrent
9/10/2024New Berlin, WI
SCF INVESTMENT ADVISORS, INC.
7/18/202310/17/2024New Berlin, WI
GLOBAL VIEW CAPITAL MANAGEMENT LLC
1/2/20147/20/2023New Berlin, WI
THE STRATEGIC FINANCIAL ALLIANCE
11/12/201012/31/2013Waukesha, WI
INVESTMENT ADVISORS INTERNATIONAL, INC.
8/19/200811/2/2010Waukesha, WI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Thomas Bresson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Daniel Thomas Bresson - Financial Advisor in New Berlin, WI | AdvisorFinder