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Daniel Thomas Bresson

Encompass More Asset Management LLC

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About Daniel Thomas Bresson

Daniel Thomas Bresson is an investment advisor representative with Encompass More Asset Management LLC. Daniel has been in the financial services industry since 1985. Daniel holds Series 6, 7, 26, 63, and 65 licenses. Daniel is registered with the state of Wisconsin and Texas as an Investment Advisor Representative and holds a license as a Licensed Independent Insurance Agent. Daniel has previously worked with The Strategic Financial Alliance, Inc., World Group Securities, Inc., Cigna Securities, Inc., and IDS Marketing Corporation. Daniel specializes in portfolio management for individuals.

Firm Information

Daniel Bresson 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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Daniel Bresson’s Registration & Firm History

WI

09/10/2024 - Present

Encompass More Asset Management LLC (New Berlin WI)

WI

11/12/2010 - 02/05/2013

THE STRATEGIC FINANCIAL ALLIANCE, INC. (WAUKESHA WI)

WI

07/29/2008 - 11/02/2010

WORLD GROUP SECURITIES, INC. (WAUKESHA WI)

NA

10/27/1986 - 03/21/1988

CIGNA SECURITIES, INC.

NA

04/23/1985 - 05/30/1985

IDS MARKETING CORPORATION

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Licenses & Designations

BC

Issued 07/28/2008

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/11/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/11/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 07/28/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Thomas Bresson.
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