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Marcella Lynn Nemke

Global View Capital Management LLC

Waukesha, WI

Wausau, WI

CRD 2357983

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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:

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

207 Grand Avenue, Wausau, WI 54403 • 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
Marcie'S Financial & Tax Services Hatley WI 06/1992 10/2022
Nemke Enterprises, Llc Schofield WI 01/2005 02/2022
Global View Capital Management, Llc Waukesha WI 01/2014 Present
Global View Capital Insurance Services, Llc Waukesha WI 11/2010 Present
Global View Capital Advisors, Llc Waukesha WI 05/2013 Present
  • 06/1992 → 10/2022
    Marcie'S Financial & Tax Services
    Hatley, WI
  • 01/2005 → 02/2022
    Nemke Enterprises, Llc
    Schofield, WI
  • 01/2014 → Present
    Waukesha, WI
  • 11/2010 → Present
    Global View Capital Insurance Services, Llc
    Waukesha, WI
  • 05/2013 → Present
    Global View Capital Advisors, Llc
    Waukesha, WI
Previous Registrations
Other Businesses

[1] GLOBAL VIEW CAPITAL INSURANCE SERVICE, 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. 187 HRS/MONTH; APPROX. 154 HRS/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. [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: 05-06-2013; APPROX. 187 ADVISORY HRS/MONTH; APPROX. 154 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] ST. FLORIAN CATHOLIC CHURCH; NOT INVESTMENT RELATED; NATURE: CATHOLIC CHURCH; ADDRESS: 500 CHURCH ROAD, HATLEY, WI 54440; POSITION: FINANCE COUNCIL MEMBER; STARTED: OCTOBER 2017; APPROX. 20 HS/MONTH; APPROX. ZERO HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: REVIEW FINANCIAL ACTIVITIES OF THE PARISH AND ASSIST PARISH SECRETARY IN PRODUCING THE FINANCIAL REPORTS TO THE PARISH AND DIOCESE. [4] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 01.13.2023; APPROX. 60 HRS/MONTH DURING TRADING HOURS; APPROX. 25 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE INSURANCE CLIENTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-07-16
S63 Uniform Securities Agent State Law Examination 1993-06-10
  • S65 Uniform Investment Adviser Law Examination
    2004-07-16
  • S63 Uniform Securities Agent State Law Examination
    1993-06-10
Other Names
  • Marcie Nemke
  • Marcella Nemke
  • Marcie Lynn Zogata

View on SEC IAPD

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