David Madey Grzesk

Employer firm

Encompass More Asset Management LLC CRD 322382

$985M regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2018 → 07/2023
  Global View Capital Advisors, Llc
  Waukesha, WI
• 12/2018 → 07/2023
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 03/2020 → 07/2023
  Global View Capital Management, Llc
  Waukesha, WI
• 02/2018 → Present
  Aflac
  Brookfield, WI
• 02/2016 → 02/2018
  Unemployed
  New Berlin, WI
• 07/2023 → 10/2024
  Scf Investment Advisors, Inc.
  San Diego, CA
• 09/2024 → Present
  Encompass More Asset Management Llc
  Danville, CA

Previous Registrations

• 2023-07-17 → 2024-10-17
  Scf Investment Advisors, Inc.
  San Diego, CA
  New Berlin, WI
• 2020-03-23 → 2023-07-18
  Global View Capital Management Llc
  New Berlin, WI
  Waukesha, WI
  New Berlin, WI

Other Businesses

[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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-28
• S63 Uniform Securities Agent State Law Examination
  1999-10-25

Other Names

• David M. Grzesk
• David Grzesk
• Dave Grzesk