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Michael Joseph Tilley

Global View Capital Management LLC

Waukesha, WI

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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 2014-01-02
  • WI RA
    APPROVED
    Since 2014-01-02

Branch Locations

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

Disclosures

2 disclosure categories 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Robert G. Tilley Grandchildren Education Trust And Sub Trusts Brookfield WI 02/1982 01/2021
Michael J. Tilley, Cpa Brookfield WI 02/1974 Present
Global View Capital Management, Llc Waukesha WI 01/2014 Present
Purshe Kaplan Sterling Investments Albany NY 04/2014 01/2019
Global View Capital Advisors, Llc Waukesha WI 05/2013 Present
Global View Capital Insurance Services. Llc Waukesha WI 11/2010 Present
  • 02/1982 → 01/2021
    Robert G. Tilley Grandchildren Education Trust And Sub Trusts
    Brookfield, WI
  • 02/1974 → Present
    Michael J. Tilley, Cpa
    Brookfield, WI
  • 01/2014 → Present
    Waukesha, WI
  • 04/2014 → 01/2019
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 05/2013 → Present
    Global View Capital Advisors, Llc
    Waukesha, WI
  • 11/2010 → Present
    Global View Capital Insurance Services. Llc
    Waukesha, WI
Previous Registrations
Other Businesses

[1] MICHAEL J. TILLEY, CPA, OWNER/SOLE PROPRIETOR, 21005 GEORGE HUNT CIRCLE, UNIT 1130, WAUKESHA, WI 53186, FEBRUARY 1974, TAX PREPARATION AND TAX PLANNING. [2] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC ("GVCI"), AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC ("GVCA"); YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: NOVEMBER 2010; APPROX.20 HRS/MONTH; APPROX. 10 HRS/MONTH DURING SECURITIES TRADING HOURS; RESPONSIBILITIES: SELL FIXED INSURANCE PRODUCTS AND TERM LIFE INSURANCE. [3] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC ("GVCM"); 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: 05-14-2013; APPROX. 100 ADVISORY HRS/MONTH; APPROX. 60 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-07-15
S63 Uniform Securities Agent State Law Examination 1991-05-30
  • S65 Uniform Investment Adviser Law Examination
    2004-07-15
  • S63 Uniform Securities Agent State Law Examination
    1991-05-30
Other Names
  • Michael J. Tilley
  • Michael Tilley
  • Mike Tilley

View on SEC IAPD

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