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TODD EDWARD WIERSUM
TODD E WIERSUM
CRD#: 3199522
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Investment Adviser
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Previous Broker
ENCOMPASS FINANCIAL SERVICESCRD#: 331597 12636 HIGH BLUFF DR.
SAN DIEGO, CA 92130
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2008 - 2014 (6 years)2 FIRMS2014 - 2018 (4 years)2 FIRMS2019 - 2022 (3 years)IAENCOMPASS FINANCIAL SERVICES (CRD# 331597)2024 - Present (<1 year)BU.S. BANCORP INVESTMENTS, INC. (CRD# 17868)2002 - 2008 (6 years)BBIDWELL & COMPANY (CRD# 10215)2000 - 2001 (1 year)BEDWARD JONES (CRD# 250)1999 - 1999 (<1 year)IAINTELLIGENCE DRIVEN ADVISERS, LLC (CRD# 299589)2023 - 2023 (<1 year)IAU.S. BANCORP INVESTMENTS, INC. (CRD# 17868)2006 - 2008 (2 years)
License(s)

State Registrations

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California 8/1/2024

Current Registration(s)
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ENCOMPASS FINANCIAL SERVICES (CRD#:331597)
12636 HIGH BLUFF DR., SAN DIEGO, CA 92130
Registered with this firm since 8/1/2024

Previous Registration(s)
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01/02/2023 - 09/05/2023 INTELLIGENCE DRIVEN ADVISERS, LLC (CRD#:299589) CARLSBAD, CA
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02/15/2019 - 03/22/2022 CETERA INVESTMENT ADVISERS LLC (CRD#:105644) RAMONA, CA
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02/15/2019 - 03/22/2022 CETERA FINANCIAL SPECIALISTS LLC (CRD#:10358) RAMONA, CA
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12/16/2014 - 12/31/2018 INDEPENDENT FINANCIAL GROUP, LLC (CRD#:7717) Anacortes, WA
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12/16/2014 - 12/31/2018 INDEPENDENT FINANCIAL GROUP, LLC (CRD#:7717) Anacortes, WA
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10/01/2008 - 12/26/2014 LPL FINANCIAL LLC (CRD#:6413) ANACORTES, WA
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10/01/2008 - 12/26/2014 LPL FINANCIAL LLC (CRD#:6413) ANACORTES, WA
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08/25/2006 - 10/03/2008 U.S. BANCORP INVESTMENTS, INC. (CRD#:17868) MOUNT VERNON, WA
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06/19/2002 - 10/03/2008 U.S. BANCORP INVESTMENTS, INC. (CRD#:17868) MOUNT VERNON, WA
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04/12/2000 - 07/20/2001 BIDWELL & COMPANY (CRD#:10215) PORTLAND, OR
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04/23/1999 - 11/04/1999 EDWARD JONES (CRD#:250) ST. LOUIS, MO
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Broker
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Investment Adviser
Disclosures
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