DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner27 years in industry

TODD EDWARD WIERSUM

Advisor at ENCOMPASS FINANCIAL SERVICES

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:55d5f535-333f-c524-316e-25d64376600d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Aug 25, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ENCOMPASS FINANCIAL SERVICES
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 22, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Apr 22, 1999
First registration: Aug 25, 2006
Dual registered: no
Other names: TODD E WIERSUM
IAPD individual key: 3199522

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ENCOMPASS FINANCIAL SERVICES	State registered	Aug 1, 2024	n/a	yes	SAN DIEGO, CA	Current employment
INTELLIGENCE DRIVEN ADVISERS, LLC	Independent wealth	Jan 2, 2023	Sep 5, 2023	no	CARLSBAD, CA	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Feb 15, 2019	Mar 22, 2022	no	ANACORTES, WA\|ALPINE, CA\|RAMONA, CA	Previous registration
INDEPENDENT FINANCIAL GROUP, LLC	Bd affiliated wealth	Dec 16, 2014	Dec 31, 2018	no	ANACORTES, WA\|SAN DIEGO, CA\|Anacortes, WA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 1, 2008	Dec 26, 2014	no	ANACORTES, WA\|SAN DIEGO, CA\|ANACORTES, WA	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Aug 25, 2006	Oct 3, 2008	no	ANACORTES, WA\|FREELAND, WA\|LANGLEY, WA\|MOUNT VERNON, WA\|Oak Harbor, WA\|MOUNT VERNON, WA\|SEDRO WOOLLEY, WA\|Anacortes, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INTELLIGENCE DRIVEN ADVISERS, LLC	ENCOMPASS FINANCIAL SERVICES	Sep 5, 2023	Aug 1, 2024	331	Firm change	RIA to state RIA
CETERA INVESTMENT ADVISERS LLC	INTELLIGENCE DRIVEN ADVISERS, LLC	Mar 22, 2022	Jan 2, 2023	286	Firm change	Ibd to RIA
INDEPENDENT FINANCIAL GROUP, LLC	CETERA INVESTMENT ADVISERS LLC	Dec 31, 2018	Feb 15, 2019	46	Firm change	Ibd to ibd
LPL FINANCIAL LLC	INDEPENDENT FINANCIAL GROUP, LLC	Dec 26, 2014	Dec 16, 2014	-10	Firm change	Other
U.S. BANCORP INVESTMENTS, INC.	LPL FINANCIAL LLC	Oct 3, 2008	Oct 1, 2008	-2	Firm change	Other

Relationships

Registered with (6)

→ ENCOMPASS FINANCIAL SERVICESRegistered adviserregistration: current employment
Aug 1, 2024 to presentfactForm ADV
→ INTELLIGENCE DRIVEN ADVISERS, LLCRegistered adviserregistration: previous registration
Jan 2, 2023 to Sep 5, 2023factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Feb 15, 2019 to Mar 22, 2022factForm ADV
→ INDEPENDENT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Dec 16, 2014 to Dec 31, 2018factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 1, 2008 to Dec 26, 2014factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Aug 25, 2006 to Oct 3, 2008factForm ADV

Dated events

Occurred
Sep 5, 2023
Advisor changed firm
Todd Edward Wiersum left Intelligence Driven Advisers, Llc for Encompass Financial Services (registered 2024-08-01)
Form ADVobserved 6 days ago
Occurred
Mar 22, 2022
Advisor changed firm
Todd Edward Wiersum left Cetera Investment Advisers Llc for Intelligence Driven Advisers, Llc (registered 2023-01-02)
Form ADVobserved 6 days ago