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Christopher Wacker

Encompass More Asset Management LLC

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About Christopher Wacker

Christopher Wacker is an investment advisor representative with Encompass More Asset Management LLC. Christopher has been in the industry since 1998. Christopher holds Series 6, 7, 63, and 65 licenses. Christopher has been with Encompass More Asset Management LLC since 2024 and has previously been with Park Avenue Securities LLC, Guardian Investor Services Corporation, and SCF Investment Advisors, Inc. Christopher specializes in portfolio management for individuals.

Firm Information

Christopher Wacker is currently registered with Encompass More Asset Management LLC. Encompass More Asset Management LLC is a registered investment advisor headquartered in Danville, CA. With a team of 43 licensed agents and investment advisor representatives, the firm manages approximately $228.5 million in assets for 2,835 clients, including individuals, high-net-worth individuals, and other investment advisors. Encompass More Asset Management LLC offers portfolio management services for individuals and does not participate in wrap fee programs.
Encompass More Asset Management LLC

390 DIABLO RD SUITE 100

DANVILLE, CA 94526

$228.53M

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Wacker’s Registration & Firm History

CA

09/10/2024 - Present

Encompass More Asset Management LLC (DANVILLE CA)

WI

05/03/1999 - 05/29/2015

PARK AVENUE SECURITIES LLC (BROOKFIELD WI)

NY

06/19/1998 - 05/03/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/18/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/29/2015

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2001

Series 7 - General Securities Representative Examination

BC

Issued 06/18/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Christopher Wacker. Review regulatory record here.
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