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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
TX RA APPROVED_RES 2022-10-24
UT RA APPROVED 2014-01-03
  • TX RA
    APPROVED_RES
    Since 2022-10-24
  • UT RA
    APPROVED
    Since 2014-01-03

Branch Locations

233 South Pleasant Grove Boulevard Suite 102, Pleasant Grove, UT 84026 • United States

N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • 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
Jordan School District South Jordan UT 08/1998 Present
Global View Capital Management, Llc Waukesha WI 01/2014 Present
Global View Capital Insurance Srevices, Llc Waukesha WI 12/2013 Present
Global View Capital Advisors, Llc Waukesha WI 05/2013 Present
  • 08/1998 → Present
    Jordan School District
    South Jordan, UT
  • 01/2014 → Present
    Waukesha, WI
  • 12/2013 → Present
    Global View Capital Insurance Srevices, Llc
    Waukesha, WI
  • 05/2013 → Present
    Global View Capital Advisors, Llc
    Waukesha, WI
Previous Registrations
Other Businesses

[1] JORDAN SCHOOL DISTRICT; NOT INVESTMENT RELATED; 2200 WEST 10600 SOUTH, SOUTH JORDAN, UT 84095; NATURE: EDUCATION; POSITION: TEACHER; STARTED: 08.01.1998; APPROX. 160 HRS/MONTH; APPROX. 10 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: TEACH STUDENTS. [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: MAY 2013; APPROX. 34-40 ADVISORY HRS/MONTH; APPROX. 6-8 ADVISORY HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPIACABLE. [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: 12-20-2013; APPROX. 22-26 HRS/MONTH; APPROX. 6-8 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: 06.10.2023; APPROX. 16 HRS/MONTH DURING TRADING HOURS; APPROX. 22 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-31
S63 Uniform Securities Agent State Law Examination 2008-11-01
  • S65 Uniform Investment Adviser Law Examination
    2009-12-31
  • S63 Uniform Securities Agent State Law Examination
    2008-11-01
Other Names
  • Marc Jensen

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