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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 2021-06-24
WI RA APPROVED 2020-07-29
  • TX RA
    APPROVED
    Since 2021-06-24
  • WI RA
    APPROVED
    Since 2020-07-29

Branch Locations

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
Intuit Milwaukee WI 03/2020 05/2020
Us Bank Milwaukee WI 10/2017 08/2019
Pwc (Pricewaterhousecoopers, Llp) Milwaukee WI 07/2011 10/2017
Unemployed Milwaukee WI 08/2019 03/2020
Eagle Home Solutions, Llc Milwaukee WI 04/2020 Present
Global View Capital Advisors, Llc Waukesha WI 07/2020 Present
Global View Capital Management, Llc Waukesha WI 07/2020 Present
Global View Capital Insurance Services, Llc Waukesha WI 11/2020 Present
  • 03/2020 → 05/2020
    Intuit
    Milwaukee, WI
  • 10/2017 → 08/2019
    Us Bank
    Milwaukee, WI
  • 07/2011 → 10/2017
    Pwc (Pricewaterhousecoopers, Llp)
    Milwaukee, WI
  • 08/2019 → 03/2020
    Unemployed
    Milwaukee, WI
  • 04/2020 → Present
    Eagle Home Solutions, Llc
    Milwaukee, WI
  • 07/2020 → Present
    Global View Capital Advisors, Llc
    Waukesha, WI
  • 07/2020 → Present
    Waukesha, WI
  • 11/2020 → Present
    Global View Capital Insurance Services, Llc
    Waukesha, WI
Other Businesses

[1] EAGLE HOME SOLUTIONS, LLC; NOT INVESTMENT RELATED; ADDRESS: 3141 S. 25TH STREET, MILWAUKEE, WI 53215; NATURE: REAL ESTATE PROPERTY; POSITION: MEMBER, SELF-EMPLOYED; STARTED: 04-01-2020; APPROX. 40 HRS/MONTH; APPROX. 20 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MANAGE RENTAL REAL ESTATE PROPERTIES AND ANALYZE POTENTIAL PROPERTIES FOR PURCHASE, REHABILITATION AND RE-SALE. [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: 07-28-2020; APPROX. 100-120 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 70-100 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: 11-30-2020; APPROX. 10 HRS/MONTH DURING TRADING HOURS; APPROX. 5 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: 01.20.2023; APPROX. 5 HRS/MONTH DURING TRADING HOURS; APPROX. 5 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] SCHOENSTATT SISTERS OF MARY; NOT INVESTMENT RELATED; ADDRESS: W284N698 CHERRY LANE, WAUKESHA, WI 53188; NATURE: RELIGOUS ENTITY; POSITION: ACCOUNTANT; STARTED: 03.31.2026; APPROX. 10 HRS/MO DURING TRADING HOURS; APPROX. 5 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: ACCOUNTING AND BOOKKEEPING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-23
  • S65 Uniform Investment Adviser Law Examination
    2020-07-23
Other Names
  • Alexander Jacob Fons
  • Alex Fons

View on SEC IAPD

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