Chadwick B Albano

Current Employers

Employment History

• 08/2006 → 12/2017
  Robert Half International - Accountemps
  Milwaukee, WI
• 01/2014 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 01/2014 → 09/2016
  Purshe Kaplan Sterling Investments
  Albany, NY
• 11/2010 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 05/2013 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 12/2014 → Present
  Cngrace, Inc.
  Oconomowoc, WI

Previous Registrations

• 2010-11-05 → 2013-12-31
  The Strategic Financial Alliance, Inc.
  Waukesha, WI
• 2006-07-17 → 2010-11-01
  Investment Advisors International, Inc.
  Waukesha, WI
• 2005-02-02 → 2006-08-22
  Transamerica Financial Advisors, Llc
  Waukesha, WI

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: 05-17-2013; APPROX. 130 ADVISORY HRS/MONTH; APPROX. 120 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: NOVEMBER 2010; APPROX. 130 HRS/MO; APPROX. 120 HRS/MO 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] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 01.20.2023; 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. [4] CNGRACE, INC.; NOT INVESTMENT RELATED; ADDRESS: 586 RIVER BLUFF CIRCLE, OCONOMOWOC, WI 53066; NATURE: PASS-THROUGH ENTITY; POSITION: PRESIDENT AND OWNER; STARTED: 12.05.2014; APPROX. 1 HR/MO DURING TRADING HOURS; APPROX. 1 HR/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: OVERSEE PASS-THROUGH ENTITY THROUGH WHICH BUSINESS INCOME (INSURANCE AGENT COMMISSIONS AND INVESTMENT ADVISER REPRESENTATIVE ADVISORY FEES) EARNED AS AN INDEPENDENT CONTRACTOR ARE MONITORED ALONG WITH BUSINESS EXPENDITURES PAID INCLUDING PAY ROLL IN THE FORM OF W-2 INCOME TO EMPLOYEE(S) E.G. ASSISTANT(S). THIS PASS-THROUGH ENTITY IS USED FOR TAX REPORTING PURPOSES ONLY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-16
• S63 Uniform Securities Agent State Law Examination
  2003-05-24

Other Names

• Chadwick Albano
• Chad Albano