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Current Employers
Encompass More Asset Management Llc

390 Diablo Rd Suite 100, Danville, CA 94526 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-09-09
  • WI RA
    APPROVED
    Since 2024-09-09

Branch Locations

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

390 Diablo Rd Suite 100, Danville, CA 94526 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Global View Capital Management, Llc Waukesha WI 02/2019 07/2023
Health Hut Natural Foods, Inc. West Allis WI 08/2018 Present
Du Charme Financial & Business Solutions, Llc New Berlin WI 01/2019 07/2023
Uw-Oshkosh Oshkosh WI 09/2013 05/2018
Du Charme Financial & Business Solutions, Llc New Berlin WI 07/2017 09/2017
Global View Capital Insurance Services, Llc Waukesha WI 10/2018 07/2023
Global View Capital Advisors, Llc Waukesha WI 08/2018 07/2023
Scf Investment Advisors, Inc. San Diego CA 07/2023 10/2024
Encompass More Asset Management Llc Danville CA 09/2024 Present
  • 02/2019 → 07/2023
    Waukesha, WI
  • 08/2018 → Present
    Health Hut Natural Foods, Inc.
    West Allis, WI
  • 01/2019 → 07/2023
    Du Charme Financial & Business Solutions, Llc
    New Berlin, WI
  • 09/2013 → 05/2018
    Uw-Oshkosh
    Oshkosh, WI
  • 07/2017 → 09/2017
    Du Charme Financial & Business Solutions, Llc
    New Berlin, WI
  • 10/2018 → 07/2023
    Global View Capital Insurance Services, Llc
    Waukesha, WI
  • 08/2018 → 07/2023
    Global View Capital Advisors, Llc
    Waukesha, WI
  • 07/2023 → 10/2024
    Scf Investment Advisors, Inc.
    San Diego, CA
  • 09/2024 → Present
    Danville, CA
Previous Registrations
  • 2023-07-17 → 2024-10-17
    Scf Investment Advisors, Inc.
    Waukesha, WI
    San Diego, CA
  • 2019-02-06 → 2023-07-18
    New Berlin, WI
    Waukesha, WI
    New Berlin, WI
Other Businesses

[1] HEALTH HUT NATURAL FOODS, INC.; NOT INVESTMENT RELATED; ADDRESS: 2225 s. 108TH STREET, WEST ALLIS, WI 53227; NATURE: HEALTH FOOD & SUPPLEMENT RETAIL; POSITION: CLERICAL/ADMINISTRATIVE; STARTED: SEPTEMBER 2009; APPROX. 24 HRS/MONTH; APPROX. 18 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKETING AND STRATEGY FOR RETAIL OPERATIONS & HUMAN RESOURCES AND ADMINISTRATIVE FUNCTIONS. [2] THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS; NOT INVESTMENT RELATED; ADDRESS: 755 WOELFEL ROAD, BROOKFIELD, WI 53045; NATURE: CHARITY/NON-PROFIT ORGANIZATION; POSITION: VOLUNTEER WARD CLERK; STARTED: 10/2021; APPROX. 0 HRS/MONTH; APPROX. 0 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MANAGE MEMBERSHIP RECORDS, RECORD DONATIONS; EXPENSE REIMBURSEMENT (3) LICENSED INDEPENDENT INSURANCE AGENT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-29
  • S65 Uniform Investment Adviser Law Examination
    2018-12-29
Other Names
  • Maxwell M. Boehm
  • Maxwell Boehm
  • Max Boehm

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