Carisa Bertrand
Investment adviser representative at Encompass More Asset Management LLC
8 yearsExperience
1 stateRegistered in
$984.9MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Encompass More Asset Management LLCSep 2024 to now
- Scf Investment Advisors, Inc.Feb 2024 to Oct 2024
- Scf Securities, Inc.Feb 2024 to Oct 2024
- New Millennium GroupAug 2022 to Feb 2024
- Wells Fargo Clearing Services, LLCJun 2021 to Jul 2022
- Wells Fargo BankOct 2020 to Jun 2021
- Wells Fargo Clearing Services, LLCApr 2018 to Oct 2020
- Utah State UniversityMay 2016 to Aug 2017
- Wells Fargo Bank, NAFeb 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (UT).
Encompass More Asset Management LLC
$984.9MAssets managed
4,008Clients
85Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6943043
- Firm CRD
- 322382