Anatole Trent Kamentz

Employer firm

Global View Capital Management LLC CRD 158292

$775M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISER TO OTHER ADVISERS & ADVICE TO PARTICIPANTS OF 401(K), 403B, 457 AND SIMPLE RETIREMENT PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1999 → Present
  Jana'S Tax Service
  Woodruff, WI
• 01/2014 → Present
  Global View Capital Management, Llc
  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
  The Strategic Financial Alliance, Inc.
  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
  Lpl Financial Llc
  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

• S63 Uniform Securities Agent State Law Examination
  1988-07-20

Other Names

• Trent Kamentz