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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 2014-12-24
  • WI RA
    APPROVED
    Since 2014-12-24

Branch Locations

Arena, WI • United States

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
Weigel & Associates Arena WI 06/1983 Present
Global View Capital Management, Llc Waukesha WI 12/2014 Present
Globel View Capital Insurance Services, Llc Waukesha WI 02/2015 Present
Global View Capital Advisors, Llc Waukesha WI 10/2014 Present
  • 06/1983 → Present
    Weigel & Associates
    Arena, WI
  • 12/2014 → Present
    Waukesha, WI
  • 02/2015 → Present
    Globel View Capital Insurance Services, Llc
    Waukesha, WI
  • 10/2014 → Present
    Global View Capital Advisors, Llc
    Waukesha, WI
Other Businesses

[1] WEIGEL & ASSOCIATES; YES-INVESTMENT RELATED; ADDRESS: 6067 HELENA ROAD, ARENA, WI 53503; NATURE: INSURANCE AGENCY FOR GROUP-INDIVIDUAL, LIFE, HEALTH, DISABILITY INSURANCE; POSITION: 100% OWNER & INSURANCE AGENT; STARTED: JUNE 1, 1983; APPROX. 100 HRS/MONTH; APPROX. 100 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: SELL AND SERVICE LIFE, HEALTH AND DISABILITY INSURANCE. [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: 10-27-2014; APPROX. 85 ADVISORY HRS/MONTH; APPROX. 85 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. [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: FEBRUARY 2015; APPROX. 85 HRS/MONTH; APPROX. 85 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF FIXED INSURANCE PRODUCTS FOR MULTIPLE PROVIDER COMPANIES TO PROSPECTIVE CLIENTS AND EXISTING CLIENTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-24
S63 Uniform Securities Agent State Law Examination 1993-05-06
  • S65 Uniform Investment Adviser Law Examination
    2014-12-24
  • S63 Uniform Securities Agent State Law Examination
    1993-05-06
Other Names
  • Charles Phillip Weigel

View on SEC IAPD

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