Best Investors Account Sign in
Current Employers
Global View Capital Management Llc

N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2014-01-02
  • WI RA
    APPROVED
    Since 2014-01-02

Branch Locations

N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States

521 Hemlock Street P.O. Box 2045, Woodruff, WI 54568 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Jana'S Tax Service Woodruff WI 01/1999 Present
Global View Capital Management, Llc Waukesha WI 01/2014 Present
Global View Capital Insurance Services, Llc Waukesha WI 12/2013 Present
Global View Capital Advisors, Llc Waukesha WI 02/2014 Present
  • 01/1999 → Present
    Jana'S Tax Service
    Woodruff, WI
  • 01/2014 → Present
    Waukesha, WI
  • 12/2013 → Present
    Global View Capital Insurance Services, Llc
    Waukesha, WI
  • 02/2014 → Present
    Global View Capital Advisors, Llc
    Waukesha, WI
Previous Registrations
  • 2012-07-10 → 2013-12-31
    Wausau, WI
    Woodruff, WI
  • 2010-08-20 → 2010-12-31
    Grove Point Investments, Llc
    Elm Grove, WI
    Woodruff, WI
  • 2009-09-08 → 2010-02-16
    Woodruff, WI
  • 2003-06-23 → 2009-09-08
    Waterstone Financial Group, Inc.
    Woodruff, WI
  • 2002-10-16 → 2003-12-31
    Sterling Portfolio Allocation Service Inc
    Woodruff, WI
  • 1993-02-11 → 2002-09-11
    Ffp Advisory Services Inc
    Woodruff, WI
Other Businesses

[1] JANA'S TAX SERVICE; NOT INVESTMENT RELATED; ADDRESS: 521 HEMLOCK STREET, P.O. BOX 2045, WOODRUFF, WI 54568; NATURE: TAX PREPARATION FOR INDIVIDUALS AND BUSINESSES; POSITION: 100% OWNER/OPERATOR AND TAX PREPARER; STARTED: JANUARY 1999; APPROX. 32 HRS/MONTH EXCEPT FEB-MAR WHICH IS 180 HRS/MONTH; APPROX. 32 HRS/MONTH DURING TRADING HOURS EXCEPT FEB-MAR WHICH IS 180 HRS/MONTH; RESPONSIBILITIES: TAX PREPARATION AND TAX PLANNING. [2] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 12-13-2013; APPROX. 130 HRS/MONTH; APPROX. 96-100 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF FIXED INSURANCE PRODUCTS FOR MULTIPLE PROVIDER COMPANIES TO PROSPECTIVE CLIENTS AND EXISTING CLIENTS WITH FOCUS ON SALE OF LIFE, LONG TERM CARE AND DISABILITY INSURANCE PRODUCTS. [3] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: MARKETING FIRM FOR INSURANCE AND ADVISORY SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE: 02-18-2014; APPROX. 130 ADVISORY HRS/MONTH; APPROX. 96-100 ADVISORY HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. [4] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 01.14.2023; APPROX. 6 HRS/MONTH DURING TRADING HOURS; APPROX. ZERO HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-07-20
  • S63 Uniform Securities Agent State Law Examination
    1988-07-20
Other Names
  • Trent Kamentz

View on SEC IAPD

More in Waukesha, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor