Jeffrey Lane Butler

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

• 11/2008 → 11/2016
  Wisconsin Investment Services
  Kewaskum, WI
• 07/2015 → 12/2016
  Fortune Financial Services, Inc.
  Monaca, PA
• 01/2018 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 03/2018 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 11/2008 → 08/2017
  Jeffrey L. Butler (Iard# 147117)
  Kewaskum, WI
• 09/2017 → 12/2017
  Unemployed
  Kewaskum, WI
• 05/2018 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 06/2018 → 09/2023
  Nextstep Financial Wellness, Llc
  Brookfield, WI

Previous Registrations

• 2008-11-26 → 2017-08-07
  Jeffrey L. Butler
  Lodi, WI
  Sauk City, WI
  Kewaskum, WI
• 2005-10-24 → 2008-12-02
  Uvest Financial Services Group, Inc.
  Kewaskum, WI
  Kewaskum, WI

Other Businesses

[1] GLOBAL VIEW CAPITAL MANAGEMENT, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE RIA FIRM; POSITION: SUPERVISORY PRINCIPAL; STARTED: 01-03-2018 TO PRESENT; APPROX. 150-170 HRS/MONTH; APPROX. 110-130 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: REVIEW AND APPROVE TRADES SUBMITTED BY IARs; PREPARE MANAGEMENT TRACKING REPORTS, MAINTAIN BOOKS AND RECORDS. [2] 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: MARCH 2018; APPROX. 60 HRS/MONTH; APPROX. 8 HR/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. [3] 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: 05-15-2018; APPROX. 60 ADVISORY HRS/MONTH; APPROX. 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 APPLICABLE. [4] BUTLER TREE AND LAND LLC; NOT INVESTMENT RELATED; ADDRESS: 971 FOND DU LAC AVENUE, KEWASKUM, WI 53040; POSITION: MEMBER; STARTED: 07.11.2025; APPROX. ZERO HRS/MO DURING TRADING HOURS; APPROX. 10 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: MANAGE OPERATIONS.

Exams

• S66 Uniform Combined State Law Examination
  2004-03-17
• S63 Uniform Securities Agent State Law Examination
  1993-08-26

Other Names

• Jeffrey L. Butler
• Jeffrey Butler
• Jeff Butler