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Current Employers
Global View Capital Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-03-01
  • WI RA
    APPROVED
    Since 2023-03-01

Branch Locations

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

215 Grand Avenue, Wausau, WI 54403 • 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
Global View Capital Advisors, Llc Waukesha WI 09/2022 Present
Global View Capital Management, Llc Waukesha WI 03/2023 Present
Global View Capital Insurance Services, Llc Waukesha WI 09/2022 Present
Woodson Ymca Aspirus Branch Weston WI 01/2016 07/2023
Germaine Meverden (Global View Capital Advisors Branch Office) Wausau WI 01/2021 Present
  • 09/2022 → Present
    Global View Capital Advisors, Llc
    Waukesha, WI
  • 03/2023 → Present
    Waukesha, WI
  • 09/2022 → Present
    Global View Capital Insurance Services, Llc
    Waukesha, WI
  • 01/2016 → 07/2023
    Woodson Ymca Aspirus Branch
    Weston, WI
  • 01/2021 → Present
    Germaine Meverden (Global View Capital Advisors Branch Office)
    Wausau, WI
Other Businesses

[1] GERMAINE MEVERDEN; YES-INVESTMENT RELATED; ADDRESS: 215 GRAND AVENUE, WAUSAU, WI 54403; NATURE: FINANCIAL SERVICES; POSITION: ADMINISTRATIVE ASSISTANT; STARTED: JANUARY 2021 - PRESENT; APPROX. 40 HRS/MO; APPROX. 40 HRS/MO DURING TRADING HOURS; RESPONSIBILIITES: COMPILE CLIENT DATA, ANSWER PHONE CALLS, AND ADMINISTRATIVE DUTIES FOR BRANCH OFFICE OF GVCA. [2] GLOBAL VIEW CAPITAL ADVISORS, LLC (GVCA), 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: 09.06.2022-PRESENT; APPROX. 20 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 20 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. [3] 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: 09.27.2022 - PRESENT; APPROX. 20 HRS/MONTH DURING TRADING HOURS; APPROX. 20 HRS/MONTH OUTSIDE 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 AND FIXED ANNUITIES. [4] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 02.28.2023 APPROX. 40 HRS/MONTH DURING TRADING HOURS; APPROX. 40 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. [5] RIVERSIDE ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION (PTO); NOT INVESTMENT RELATED; ADDRESS: 166543 RIVER ROAD, RINGLE, WI 54471; NATURE: EDUCATION: POSITION: TREASURER OF PTO; STARTED: 01.01.2024; APPROX. 5 HRS/MO DURING TRADING HOURS; APPROX. 5 HRS/MO OUTSIDE TRADING; RESPONSIBILITIES: BALANCING CHECKBOOK ACCOUNT AND APPROVING & REIMBURSING PURCHASES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-13
S63 Uniform Securities Agent State Law Examination 2007-10-23
  • S65 Uniform Investment Adviser Law Examination
    2023-02-13
  • S63 Uniform Securities Agent State Law Examination
    2007-10-23
Other Names
  • Megan Kutchenriter
  • Megan Meverden
  • Megan A Kutchenriter
  • Megan Ashley Behnke
  • Megan A Meverden

View on SEC IAPD

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