Dennis James Bureta

Current Employers

Employment History

• 10/1989 → Present
  Dennis Bureta Cpa
  Waukesha, WI
• 01/2014 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 12/2018 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 05/2014 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI

Previous Registrations

• 2010-11-05 → 2013-12-31
  The Strategic Financial Alliance, Inc.
  Waukesha, WI
• 2008-11-26 → 2010-11-05
  Investment Advisors International, Inc.
  Waukesha, WI

Other Businesses

[1] DENNIS BURETA, CPA; NOT INVESTMENT RELATED; ADDRESS: 2717 N. GRANDVIEW BOULEVARD, SUITE 106 WAUKESHA, WI 53188; NATURE: INCOME TAX PREPARATION AND ACCOUNTING SERVICES; POSITION: OWNER AND CERTIFIED PUBLIC ACCOUNTANT; STARTED: 10-27-1989 WHEN GRANTED CPA LICENSE; APPROX. 160-200 FULL-TIME HRS/MONTH IN THE MONTHS OF FEB - APRIL AND 20-40 PART-TIME HRS/MONTH IN THE MONTHS OF MAY - JAN; APPROX. 10 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: PREPARATION OF INCOME TAXES AND ACCOUNTING SERVICES FOR INDIVIDUALS AND BUSINESSES. [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: 05-30-2014; APPROX. 40 ADVISORY HRS/MONTH; APPROX. 40 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] 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: 12-21-2018; APPROX. 20 HRS/MONTH; APPROX. 20 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-10-27
• S63 Uniform Securities Agent State Law Examination
  2007-07-19

Other Names

• Dennis Bureta