Stephan Gerard Weidman

Employer firm

Global View Capital Management LLC CRD 158292

$775M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISER TO OTHER ADVISERS & ADVICE TO PARTICIPANTS OF 401(K), 403B, 457 AND SIMPLE RETIREMENT PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2003 → 01/2018
  Boys Scouts Of America
  Waukesha, WI
• 01/2014 → 10/2017
  Global View Capital Management, Ltd.
  Waukesha, WI
• 11/2010 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 05/2013 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 09/2019 → Present
  Global View Capital Management, Llc
  Waukesha, WI

Previous Registrations

• 2014-01-02 → 2017-10-31
  Global View Capital Management Llc
  Waukesha, WI
• 2010-11-16 → 2013-12-31
  The Strategic Financial Alliance, Inc.
  Waukesha, WI
• 2007-01-26 → 2010-11-05
  Investment Advisors International, Inc.
  Waukesha, WI
  Waukesha, WI

Other Businesses

[1] 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: NOVEMBER 2010; APPROX. 20 HRS/MONTH; APPROX. 5 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: SELL LIFE, LONG-TERM-CARE AND DISABILITY INSURANCE AND FIXED ANNUITIES. [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. 30 ADVISORY HRS/MONTH; APPROX. 10 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. ALSO, STARTED: DECEMBER 2013 AS A GVCA EMPLOYEE WORKING AS A COMMISSIONS/FEES PROCESSOR; APPROX. 160 HRS/MONTH; APPROX. 160 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: RECEIVE GVCI INSURANCE COMMISSION STATEMENTS FROM MULTIPLE PROVIDER COMPANIES AND ADVISORY FEE STATEMENTS FROM GVCM RIA CUSTODIANS TO BALANCE AND PROCESS COMMISSIONS AND FEES TO BE PAID OUT TO GVCI INSURANCE AGENTS AND GVCM INVESTMENT ADVISER REPRESENTATIVES ON A WEEKLY BASIS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-18
• S63 Uniform Securities Agent State Law Examination
  1991-07-10

Other Names

• Stephan G. Weidman
• Steve Weidman