Gregory William Halvorson
Investment adviser representative at Encompass More Asset Management LLC
15 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
15 years in the industry.
- Encompass More Asset Management LLCAug 2026 to now
- Barrett Financial LLCAug 2026 to now
- Tricap Financial LLCJan 2026 to now
- Sun Valley Advisory, LLCJan 2026 to Aug 2026
- Guaranteed RateAug 2024 to Aug 2026
- US Bank, N.A.Mar 2011 to Aug 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 8214218
- Firm CRD
- 322382