Carisa Bertrand

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

• 02/2016 → 04/2018
  Wells Fargo Bank, Na
  Saint George, UT
• 04/2018 → 10/2020
  Wells Fargo Clearing Services, Llc
  Saint George, UT
• 05/2016 → 08/2017
  Utah State University
  Tooele, UT
• 06/2021 → 07/2022
  Wells Fargo Clearing Services, Llc
  St George, UT
• 10/2020 → 06/2021
  Wells Fargo Bank
  Saint George, UT
• 08/2022 → 02/2024
  New Millennium Group
  St. George, UT
• 02/2024 → 10/2024
  Scf Securities, Inc.
  St. George, UT
• 02/2024 → 10/2024
  Scf Investment Advisors, Inc.
  St. George, UT
• 09/2024 → Present
  Encompass More Asset Management Llc
  Danville, CA

Previous Registrations

• 2024-02-07 → 2024-10-17
  Scf Investment Advisors, Inc.
  St. George, UT
  San Diego, CA
• 2022-08-02 → 2024-02-07
  New Millennium Group
  Sandy, UT
• 2021-08-03 → 2022-08-04
  Wells Fargo Clearing Services, Llc
  Saint George, UT
  Salt Lake City, UT
• 2018-09-06 → 2020-11-05
  Wells Fargo Clearing Services, Llc
  Saint George, UT
  Salt Lake City, UT

Other Businesses

1) Licensed Independent insurance agent; Investment-related. Position: Insurance Agent; Start date-2016; Spend 1 hour per week on this activity. 2) BNI; Not investment-related; Address: 1575 S. River Rd. St. George, UT 84790; Nature of business: Business networking group. Position: Secretary/Treasurer (volunteer); Start date: 10/07/2026. Approximately 3 hours per week spent partially during securities trading hours. Duties: I have been asked to serve as Secretary/Treasurer of my BNI chapter in an unpaid volunteer role for an expected one-year term. The position will not affect how I currently receive or handle business referrals. 3) Paramount Tax & Accounting, Not Investment-related; 50 E 100 S Suite 300, St. George, UT 84770; Nature of Business: Tax consulting and preparation; Position: Tax preparer; Start date-January 2025; Hours worked per month approx. 60-80 hours per month (Jan-April),< 5 hours per month (May-Dec); Hours worked during security trading hours approx. 20- 30 hours per month (Jan-April only), < 5 hours per month (May-Dec).

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-05
• S63 Uniform Securities Agent State Law Examination
  2018-07-13

Other Names

• Carisa Elliott