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Encore Wealth Advisors, LLC

● SEC registered since 2025CRD 336566SEC# 801-134311Morris, MN
Export (members)
Reg. AUM
—
Employees
1
Accounts
—
Location
Morris, MN

Encore Wealth Advisors, LLC assets under management

Encore Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Morris, MN. The firm has been registered since 2025. It employs 1 people.
www.facebook.com/encorewealthadvisorsllcView on SEC.gov ↗

Encore Wealth Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
The Timothy J. Schaefer and Kristin K. Schaefer Living Trust ControlOwnerOver 75%2009
Timothy John Schaefer ControlChief Compliance Officer & CeoUnder 5%2025
Kristin Kay Schaefer ControlTrustee50-75%2001
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Frequently asked questions

How many employees does Encore Wealth Advisors, LLC have?

Encore Wealth Advisors, LLC reports 1 employees.

Where is Encore Wealth Advisors, LLC located?

Encore Wealth Advisors, LLC is based in Morris, MN and has been SEC-registered since 2025.

Does Encore Wealth Advisors, LLC disclose fund performance?

Encore Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address715 Atlantic Avenue, Morris, MN 56267
Phone320-288-4084
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo