Dante Crosa

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

• 12/2003 → 09/2024
  Wolrd Financial Group (Wfg)
  Johns Creek, GA
• 01/2012 → 08/2024
  Transamerica Financial Advisors, Inc
  Cedar Rapids, IA
• 03/2025 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 03/2025 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 09/2024 → Present
  Experior Financial Group
  Cheektowago, NY

Previous Registrations

• 2012-01-06 → 2024-08-26
  Transamerica Financial Advisors, Llc
  Houston, TX
• 2008-07-16 → 2012-01-06
  Investment Advisors International, Inc.
  Houston, TX

Other Businesses

[1] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 09.15.2024; APPROX.150 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 CLIENTS. [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: 03.28.2025; APPROX. 24 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 24 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-22
• S63 Uniform Securities Agent State Law Examination
  2004-03-12