Joyce L Kelley

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

• 11/2010 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 03/2015 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 05/2013 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI

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: 05.27.2013; APPROX. 85 ADVISORY HRS/MONTH; APPROX. 80 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. [2] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC; YES-INVESTMENT RELATED; HEADQUARTER ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: NOVEMBER 2013; APPROX. 85 HRS/MONTH; APPROX. 80 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. [3] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 06.05.2023; APPROX. 30 HRS/MONTH; APPROX. 25 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE INSURANCE CLIENTS. [4] JOYCE L KELLEY is a BOARD MEMBER of MEMBERSHIP COMMITTEE at SOUTH SUBURBAN SMALL BUSINESS ASSOCIATION; INVESTMENT RELATED; No; STARTED: 01-04-2024; APPROX. 6 HRS/MONTH; APPROX. 4 HRS/MONTH DURING SECURIITES TRADING HOURS; RESPONSIBILITIES: HELP MAKE DECISIONS ABOUT MEMBERSHIPS AND EVENTS THAT IMPACT THE MEMBERSHIP. [5] BOARD MEMBER, MEMBERSHIP COMMITTEE; SOUTH SUBURBAN SMALL BUSINESS ASSOCIATION; NOT INVESTMENT RELATED; RESPONSIBILITIES: HELP MAKE DECISIONS ABOUT MEMBERSHIPS AND EVENTS THAT IMPACT THE MEMBERSHIP; STARTED: 01-04-2024; APPROX. 6 HRS/MONTH; APPROX. 4 HRS/MONTH DURING SECURIITES TRADING HOURS; [6] Living Trust; investment related: No; Chicago IL 60643; Executor of Mother's Living Trust.; Executor; Ensure Mother's wishes are executed upon death or terminal illness.; Start date with business: 2024-01-01; 0 hours/month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-04-13
• S63 Uniform Securities Agent State Law Examination
  2009-08-18

Other Names

• Joyce Kelley