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Rodney Wayne Johnston

Global View Capital Management LLC

Pleasant Grove, UT

Waukesha, WI

CRD 1950537

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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:

Current Employers
Global View Capital Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-02-16
UT RA APPROVED 2014-01-03
  • TX RA
    APPROVED_RES
    Since 2023-02-16
  • UT RA
    APPROVED
    Since 2014-01-03

Branch Locations

233 South Pleasant Grove Boulevard Suite 102, Pleasant Grove, UT 84062 • United States

N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • 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
Scott-N-Wayne Highland UT 12/2000 10/2018
One-Exchange (F/K/A/ Extend Health, Inc.) South Jordan UT 10/2009 10/2018
Audio Systems Group Inc. Taylorsville UT 11/1993 12/2025
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 05/2013 Present
Agent Boost Marketing Sandy UT 10/2018 10/2018
Robar Solutions, Llc Pleasant Grove UT 06/2019 Present
Robar Soutions Pleasant Grove UT 10/2018 06/2019
College Funding Solutions, Inc. Salem OR 06/2020 Present
  • 12/2000 → 10/2018
    Scott-N-Wayne
    Highland, UT
  • 10/2009 → 10/2018
    One-Exchange (F/K/A/ Extend Health, Inc.)
    South Jordan, UT
  • 11/1993 → 12/2025
    Audio Systems Group Inc.
    Taylorsville, UT
  • 01/2014 → Present
    Waukesha, WI
  • 12/2013 → Present
    Global View Capital Insurance Services, Llc
    Waukesha, WI
  • 05/2013 → Present
    Global View Capital Advisors, Llc
    Waukesha, WI
  • 10/2018 → 10/2018
    Agent Boost Marketing
    Sandy, UT
  • 06/2019 → Present
    Robar Solutions, Llc
    Pleasant Grove, UT
  • 10/2018 → 06/2019
    Robar Soutions
    Pleasant Grove, UT
  • 06/2020 → Present
    College Funding Solutions, Inc.
    Salem, OR
Previous Registrations
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: 05-13-2013; APPROX. 40 ADVISORY HRS/MONTH; APPROX. 29 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; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE: POSITION: INSURANCE AGENT; STARTED: 12-20-2013; APPROX. 40 HRS/MONTH; APPROX. 29 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] ROBAR SOLUTIONS, LLC SINCE 06-10-2019 (F/K/A ROBAR SOLUTIONS FROM 10-15-2018 TO 06-09-2019); NOT INVESTMENT RELATED; ADDRESS: 233 S. PLEASANT GROVE BOULEVARD, SUITE 102, PLEASANT GROVE, UT 84062; NATURE: INSURANCE; POSITION: INDEPENDENT INSURANCE AGENT; STARTED: 06-10-2019; APPROX. 50 HRS/MONTH; APPROX. 10 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKET AND SELL INSURANCE PRODUCTS TO SENIOR CITIZENS FOR MEDICARE, DENTAL, VISION, HEARING, STROKE, HOME HEALTH CARE AND FINAL EXPENSE THROUGH KELLOGG INSURANCE MARKETING, INC. AND AGENT BOOST MARKETING. [4] COLLEGE FUNDING SOLUTIONS, INC.; NOT INVESTMENT RELATED; ADDRESS: 4676 COMMERCIAL STREET SE #466, SALEM, OR 97302-1902; NATURE: COLLEGE PLANNING; POSITION: CERTIFIED COLLEGE ADVISOR "CCA"; STARTED: 06-03-2020; APPROX. 10 HRS/MONTH DURING TRADING HOURS; APPROX. 30 HR/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: ASSIST HIGH SCHOOL STUDENTS AND THEIR FAMILIES WITH PREPARING AND PAYING FOR COLLEGE EDUCATION. [5] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 01.23.2023; APPROX. 40 HRS/MONTH DURING TRADING HOURS; APPROX. 20 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE INSURANCE CLIENTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-16
S63 Uniform Securities Agent State Law Examination 2008-07-25
  • S65 Uniform Investment Adviser Law Examination
    2008-08-16
  • S63 Uniform Securities Agent State Law Examination
    2008-07-25
Other Names
  • Rodney W. Johnston
  • Rodney Johnston

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