Daniel Thomas Bresson

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

• 01/2014 → 07/2023
  Global View Capital Management, Llc
  Waukesha, WI
• 11/2010 → 07/2023
  Global View Capital Insurance Services, Llc
  Waukesha, WA
• 06/2013 → 07/2023
  Global View Captial Advisors, Llc
  Waukesha, WI
• 07/2023 → 10/2024
  Scf Investment Advisors, Inc.
  San Diego, CA
• 09/2024 → Present
  Encompass More Asset Management Llc
  Danville, CA

Previous Registrations

• 2023-07-18 → 2024-10-17
  Scf Investment Advisors, Inc.
  San Diego, CA
  New Berlin, WI
• 2014-01-02 → 2023-07-20
  Global View Capital Management Llc
  Waukesha, WI
  New Berlin, WI
  Waukesha, WI
  New Berlin, WI
• 2010-11-12 → 2013-12-31
  The Strategic Financial Alliance, Inc.
  Waukesha, WI
• 2008-08-19 → 2010-11-02
  Investment Advisors International, Inc.
  Waukesha, WI

Other Businesses

LICENSED INDEPENDENT INSURANCE AGENT.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-07-28
• S65 Uniform Investment Adviser Law Examination
  2008-07-11

Other Names

• Daniel T. Bresson
• Daniel Bresson
• Dan Bresson