Marvin Jay Overman

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

• 08/1997 → 08/2023
  Business Management Solutions, Inc.
  Ralston, NE
• 08/2017 → Present
  Global View Capital Managment, Llc
  Waukesha, WI
• 08/2017 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 07/2017 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 11/2014 → Present
  Retire With Respect, Llc
  Ralston, NE
• 02/2021 → Present
  Juice Plus
  Ralston, NE

Other Businesses

[1] 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: 07-19-2017; APPROX. 55 ADVISORY HRS/MONTH; APPROX. 45 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. [2] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC; YES-INVESTMENT RELATED; HEADQUARTER ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 08-09-2017; APPROX. 65 HRS/MONTH; APPROX. 55 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] RETIRE WITH RESPECT; YES-INVESTMENT RELATED; 5312 MILLER AVENUE, RALSTON, NE 68127; HEALTH INSURANCE; MEMBER; 12-14-2017; APPROX. 10 HRS/MO; APPROX. 5 HRS/MONTH DURING TRADING HRS; CONDUCTING RETIREMENT RELATED SEMINARS AND MARKETING MEDICARE PRODUCTS. [4] CHRISTIAN HALLS USA; NOT INVESTMENT RELATED; 901 W. BARDIN ROAD, #101, ARLINGTON, TX 76017; EDUCATION; VOLUNTEER; STARTED: 12-01-2020; APPROX. 20 HRS/MO DURING TRADING HOURS; APPROX. 10 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILIITES: DEVELOPE PARTNERSHIPS WITH SCHOOLS, CHURCHES AND OTHER ORGANIZATIONS TO ENROLL STUDENTS INTO HIGHER EDUCATION COURSES OFFERED BY CHRISTIAN HALLS USA. [6] JUICE PLUS; NOT INVESTMENT RELATED; WORKING FROM RESIDENCE: 5312 MILLER AVENUE RALSTON, NE 68127; SALES OF HEALTH PRODUCTS; DISTRIBUTOR; STARTED: 02-09-2021; APPROX. 3 HRS DURING TRADING HRS; APPROX. 3 HRS OUTSIDE TRADING HRS; RESPONSIBILITIES: MARKET AND SELL HEALTH PRODUCTS-FOOD SUPPLEMENTS. [7] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; INSURANCE; INSURANCE AGENT; 01.21.2023; APPROX. 4 HRS/MO DURING TRADING HRS; APPROX. 2 HRS/MO OUTSIDE TRADING; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE INSURANCE CLIENTS. [8] GIVERS UNIVERSITY; NOT INVESTMENT RELATED; 4232 OZARK STREET NE, CEDAR RAPIDS, IA 52402; SOCIAL; MENTOR; 04.01.2024; APPOX. 4 HRS/MO DURING TRADING HRS; APPROX. 4 HRS/MO OUTSIDE TRADING; MENTOR PEOPLE TO BE GIVERS LOCALLY AND WORLDWIDE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-25
• S63 Uniform Securities Agent State Law Examination
  1988-10-20

Other Names

• Marvin J. Overman
• Marvin Overman
• Marv Overman