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Current Employers
Global View Capital Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2017-10-25
  • NE RA
    APPROVED
    Since 2017-10-25

Branch Locations

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

Ralston, NE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Business Management Solutions, Inc. Ralston NE 08/1997 08/2023
Global View Capital Managment, Llc Waukesha WI 08/2017 Present
Global View Capital Insurance Services, Llc Waukesha WI 08/2017 Present
Global View Capital Advisors, Llc Waukesha WI 07/2017 Present
Retire With Respect, Llc Ralston NE 11/2014 Present
Juice Plus Ralston NE 02/2021 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-25
S63 Uniform Securities Agent State Law Examination 1988-10-20
  • 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

View on SEC IAPD

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