Zachary Scott Rohrer

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

• 06/2009 → Present
  Cornerstone Financial Associates Llc
  Billings, MT
• 03/2015 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 03/2015 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 03/2015 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 01/2020 → Present
  Kc & Company, Pc
  Billings, MT

Other Businesses

[1] CORNERSTONE FINANCIAL ASSOCIATES, LLC; YES-INVESTMENT RELATED; ADDRESS: 225 NORTH 23RD STREET, BILLINGS, MT 59101; NATURE: LIFE INSURANCE; POSITION: SALES REPRESENTATIVE 06/2009 TO 03/2018, CASE COMPILATION 03/2015 TO 10/2017 AND ADMINISTRATIVE ASSISTANT 10-09-2017 TO PRESENT; STARTED: JUNE 2009; APPROX. 20 HRS/MONTH; APPROX. 0 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: ANSWERING THE PHONE AND CLOSING UP THE OFFICE. [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 ADVISORY AND INSURANCE SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE: 03-03-2015; APPROX. 75 ADVISORY HRS/MONTH; APPROX. 75 ADVISORY HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF ADVISORY SERVICES THROUGH GVCM AND INSURANCE SERVICES THROUGH GVCI. 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: MARCH 2015; APPROX. 25 HRS/MONTH; APPROX. 25 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: SELL FIXED INSURANCE PRODUCTS AND TERM LIFE INSURANCE. [4] KC & COMPANY, PC; INVESTMENT RELATED: NO; ADDRESS: 3324 2ND AVENUE NORTH, BILLINGS, MT 59101; NATURE: ACCOUNTING FIRM; POSITION: STAFF ACCOUNTANT; STARTED: 2024-05-31; DESCRIPTION: ACCOUNTING SERVICES; RESPONSIBILITIES: PAYROLL PROCESSING AND TAX PREPARATION; 100 HOURS PER MONTH DURING TRADING HOURS; 30 HOURS PER MONTH OUTSIDE TRADING HOURS; 60% OF TOTAL YEARLY COMPENSATIONS DERIVED FROM THE BUSINESS; [5] VALLEY CREDIT UNION; YES-INVESTMENT RELATED; ADDRESS: 207 NORTH BROADWAY, BILLINGS, MT 59101; NATURE: FINANCIAL; POSITION: COMMITTEE MEMBER; STARTED: 11.01.2021; APPROX. 1 HR DURING TRADING HOURS; APPROX. ZERO HRS OUTSIDE TRADING; RESPONSIBILITIES: VOLUNTEER IN PROVIDING GUIDANCE IN COMPLIANCE AND COMPLETION OF ANNUAL AUDIT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-02
• S63 Uniform Securities Agent State Law Examination
  2009-12-14

Other Names

• Zac Rohrer