Joel Edward Paetznick

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

• 01/2014 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 11/2010 → Present
  Global View Captial Insurance Services, Llc
  Waukesha, WI
• 05/2013 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 06/2004 → Present
  Convergys Corporation
  Appleton, WI

Previous Registrations

• 2010-11-03 → 2013-12-31
  The Strategic Financial Alliance, Inc.
  Schofield, WI
  Wausau, WI
• 2009-10-05 → 2010-11-01
  Investment Advisors International, Inc.
  Schofield, WI
  Wausau, WI

Other Businesses

[1] CONVERGYS CORPORATION; NOT INVESTMENT RELATED; ADDRESS: W6280 AEROTECH DRIVE, APPLETON, WI 54914; NATURE: TECHNOLOGY SOFTWARE; POSITION: CALL CENTER CUSTOMER SERVICE REPRESENTATIVE; STARTED: JUNE 2004; APPROX. 175 HRS/MONTH; APPROX. 175 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: ANSWER CALLS FROM CUSTOMERS AND ASSIST THEM WITH PROBLEM SOLVING. [2] 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: NOVEMBER 2010; APPROX. 80 HRS/MONTH; APPROX. 70 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] 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: 05-17-2013; APPROX. 80 ADVISORY HRS/MONTH; APPROX. 70 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. [4] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 05.24.2023; APPROX. 10 HRS/MONTH DURING TRADING HOURS; APPROX. ZERO HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-09-09
• S65 Uniform Investment Adviser Law Examination
  2009-09-08

Other Names

• Joel E. Paetznick
• Joel Paetznick