Richard Jefferson Weihing

Current Employers

Employment History

• 09/2005 → 08/2018
  Ameriprise Financial Services, Inc.
  Mandeville, LA
• 01/2019 → Present
  Efficient Plan, Llc
  Denton, TX
• 08/2018 → 01/2019
  Retired
  Flower Mound, TX
• 01/2023 → Present
  Global View Capital Adivsors, Llc
  Waukesha, WI
• 01/2023 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 10/2022 → Present
  Experior Finanical Group, Inc.
  Checktowago, NY

Previous Registrations

• 2021-01-07 → 2022-12-31
  Efficient Plan, Llc
  Denton, TX
• 2020-01-13 → 2020-12-31
  Efficient Plan, Llc
  Denton, TX
• 2019-01-15 → 2019-12-31
  Efficient Plan, Llc
  Carrollton, TX
  Denton, TX
• 2006-10-06 → 2018-08-07
  Ameriprise Financial Services, Llc
  Mandeville, LA
  Mandeville, LA

Other Businesses

[1] EFFICIENT PLAN LLC; YES-INVESTMENT RELATED, ADDRESS: 1308 TEASLEY LANE, SUITE 217, DENTON, TX 76205; NATURE: FINANCIAL SERVICES; POSITION: INVESTMENT ADVISER REPRESENTATIVE; STARTED: 01.15.2019 - PRESENT; APPROX. 86 HRS/MONTH; APPROX. 65 HRS/MO DURING TRADING HOURS; RESPONSIBILIITES: EDUCATE, DESIGN AND MANAGE CLIENT INVESTMENT PORTFOLIOS AND SERVICE THEIR ACCOUNTS. [2] ROBERT R. WEIHING TRUST; YES-INVESTMENT RELATED; ADDRESS: 1152 INDIAN RUN DRIVE, APT #1016, CARROLLTON, TX 75010; NATURE: TRUST; POSITION: TRUSTEE; STARTED: JUNE 2022 - PRESENT; APPROX. 4 HRS/MO; APPROX. ZERO HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: MAINTAIN AND MANAGE ASSETS FOR BROTHER'S TRUST WHILE HE IS LIVING AND FOR HIS BENEFICIARIES AFTER HIS DEATH. [3] EXPERIOR FINANCIAL GROUP, INC.: YES-INVESTMENT RELATED; ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHECKTOWAGO, NY 14225; NATURE: FINANCIAL SERVICES; POSITION: INSURANCE AGENT; APPROX. 86 HRS/MO; APPROX. 65 HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL INSURANCE PRODUCTS. [4] 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: JANUARY 2023 - PRESENT; APPROX. 85 ADVISORY HRS/MO; APPROX. 65 ADVISORY HR/MO DURING TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES. GLOBAL VIEW CAPITAL INSURANCE SERVICES HOURS LISTED SEPARATELY, IF APPLICABLE.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-12-27

Designations

Other Names

• Rich Weihing
• Richard J. Weihing