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Detailed Report
Maxwell Marc Boehm
MAX BOEHM, MAXWELL M. BOEHM, MAXWELL BOEHM
CRD#: 7072017
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Investment Adviser
ENCOMPASS MORE ASSET MANAGEMENT LLCCRD#: 322382 2665 S. MOORLAND RD.
SUITE 212
NEW BERLIN, WI 53151
Registration History
20192020202120222023202420252026IAENCOMPASS MORE ASSET MANAGEMEN... (CRD# 322382)2024 - Present (<1 year)IASCF INVESTMENT ADVISORS, INC. (CRD# 123608)2023 - 2024 (1 year)IAGLOBAL VIEW CAPITAL MANAGEMENT LLC (CRD# 158292)2019 - 2023 (4 years)
License(s)

State Registrations

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Wisconsin 9/9/2024
Current Registration(s)
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ENCOMPASS MORE ASSET MANAGEMENT LLC (CRD#:322382)
2665 S. MOORLAND RD. SUITE 212, NEW BERLIN, WI 53151
Registered with this firm since 9/9/2024
Previous Registration(s)
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 07/17/2023 - 10/17/2024 SCF INVESTMENT ADVISORS, INC. (CRD#:123608) Waukesha, WI
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 02/06/2019 - 07/18/2023 GLOBAL VIEW CAPITAL MANAGEMENT LLC (CRD#:158292) NEW BERLIN, WI
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.