Paul Edward Kletke

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

• 10/1985 → 12/2017
  Southern California Edison
  Compton, CA
• 01/2014 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 08/2014 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI

Previous Registrations

• 2012-10-11 → 2013-12-31
  The Strategic Financial Alliance, Inc.
  Waukesha, WI
  Seal Beach, CA
• 2012-01-06 → 2012-10-11
  Transamerica Financial Advisors, Llc
  Philadelphia, PA
• 2009-04-09 → 2012-01-06
  Investment Advisors International, Inc.
  Anaheim, CA

Other Businesses

[1] 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: 08-28-2014; APPROX. 128 ADVISORY HRS/MONTH; APPROX.20 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. MR. PAUL KLETKE IS NOT AFFILIATED WITH GVCI AS AN INSURANCE AGENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-02-28

Other Names

• Paul E. Kletke
• Paul Kletke