Bobbie Gene Chapman

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

• 01/2014 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 11/2010 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 09/2012 → 01/2017
  To Your Success Radio
  Pewaukee, WI
• 02/2017 → Present
  Pay Hunter Logan
  Elm Grove, WI
• 05/2013 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 11/2013 → 01/2022
  The Hunter Logan Group
  Pewaukee, WI

Previous Registrations

• 2010-11-08 → 2013-12-31
  The Strategic Financial Alliance, Inc.
  Waukesha, WI
• 2006-07-10 → 2010-11-09
  Investment Advisors International, Inc.
  Waukesha, WI
• 2005-06-22 → 2006-08-23
  Transamerica Financial Advisors, Llc
  Waukesha, WI

Other Businesses

[1] 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: NOVEMBER 2010; APPROX. 60 HRS/MONTH; APPROX. 40 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. [2] 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: 05-06-2013; APPROX. 100 ADVISORY HRS/MONTH; APPROX. 80 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. [3] PAY HUNTER LOGAN; NOT INVESTMENT RELATED; ADDRESS: 850 ELM GROVE ROAD, ELM GROVE, WI 32122; NATURE: DEBT COLLECTION; AGENCY POSITION: OWNER AND INVESTOR; STARTED: 02.01.2017; APPROX. 10 HRS/MONTH; APPROX. ZERO HRS/MO DURING TRADING HOURS; RESPOSIBILITIES: EVALUATE DEBT PACKAGES TO PURCHASE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-25
• S63 Uniform Securities Agent State Law Examination
  2001-07-24

Other Names

• Bob Chapman