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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
UT RA APPROVED 2014-01-03
  • UT RA
    APPROVED
    Since 2014-01-03

Branch Locations

233 South Pleasant Grove Boulevard Suite 102, Pleasant Grove, UT 84062 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Brigham Young University Provo UT 08/1985 05/2017
Global View Capital Insurance Services, Llc Waukesha WI 10/2014 Present
Global View Capital Management, Llc Waukesha WI 01/2014 Present
Security National Mortgage Company Sandy UT 12/2014 08/2018
Global View Capital Advisors, Llc Waukesha WI 05/2013 Present
  • 08/1985 → 05/2017
    Brigham Young University
    Provo, UT
  • 10/2014 → Present
    Global View Capital Insurance Services, Llc
    Waukesha, WI
  • 01/2014 → Present
    Waukesha, WI
  • 12/2014 → 08/2018
    Security National Mortgage Company
    Sandy, UT
  • 05/2013 → Present
    Global View Capital Advisors, Llc
    Waukesha, WI
Previous Registrations
Other Businesses

[1] UTAH ORACLE USERS GROUP; NOT INVESTMENT RELATED; ADDRESS: P.O. BOX 95163 SOUTH JORDAN, UT 84095; NATURE: NON-PROFIT TECHNICAL GROUP THAT PROVIDES SUPPORT FOR ORACLE COMMUNITY; POSITION: MEMBER SINCE 01-15-2004, EXECUTIVE OFFICER-SECRETARY SINCE 01-16-2019; STARTED: 01-15-2004 AS A MEMBER; APPROX. 5 HRS/MONTH DURING TRADING HOURS/ APPROX. 3 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: ORGANIZE MEETINGS AND EVENTS. DOES NOT PARTICIPATE IN FINANCIAL MEETINGS AND DECISIONS PERTAINING TO INVESTMENTS HELD WITH GVCM. [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: 05-17-2013; APPROX. 140 ADVISORY HRS/MONTH; APPROX. 90 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; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 10-31-2014; APPROX. 40 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. [4] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 03.03.2023; APPROX. 25 HRS/MONTH DURING TRADING HOURS; APPROX. 15 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] CH304 PRECINCT CHAIR FOR TEH REPUBLICAN PARTY; NOT INVESTMENT RELATED; ADDRESS: 10199 N. OAK COURT, CEDAR HILLS, UT 84062; POSITION: CH304 PRECINCT CHAIR; STARTED: 03.05.2024; APPROX. 30 HRS/MO DURING TRADING HOURS; APPROX. 30 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: VOLUNTEER TWO YEAR POSITION, BEING A DELEGATE AT COUNTY AND STATE CONVENTIONS FOR THE REPUBLICAN PARTY AND VOTE ON CANDIDATES TO NARROW THEM DOWN BEFORE PRIMARY ELECTIONS. ALSO ORGANIZE AND RUN THE 2026 CAUCUS MEETING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-19
S63 Uniform Securities Agent State Law Examination 2008-06-12
  • S65 Uniform Investment Adviser Law Examination
    2008-09-19
  • S63 Uniform Securities Agent State Law Examination
    2008-06-12
Other Names
  • Glen E. Sjoberg
  • Glen Sjoberg

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