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N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2014-12-24 |
Branch Locations
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
[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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-06 |
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