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Current Employers
Global View Capital Management Llc

N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-09-20
WI RA APPROVED 2014-01-02
  • TX RA
    APPROVED_RES
    Since 2021-09-20
  • WI RA
    APPROVED
    Since 2014-01-02

Branch Locations

933 North Mayfair Road Suite 301, Wauwatosa, WI 53228 • United States

N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • 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
Global View Capital Management, Llc Waukesha WI 01/2014 Present
Deb'S Cleaning Services Oconomowoc WI 03/2010 07/2018
Global View Capital Insurance Services, Llc Waukesha WI 12/2013 Present
Froedtert & Medical College Of Wisconsin Menomonee Falls WI 10/2016 Present
Global View Capital Advisors, Llc Waukesha WI 05/2013 Present
  • 01/2014 → Present
    Waukesha, WI
  • 03/2010 → 07/2018
    Deb'S Cleaning Services
    Oconomowoc, WI
  • 12/2013 → Present
    Global View Capital Insurance Services, Llc
    Waukesha, WI
  • 10/2016 → Present
    Froedtert & Medical College Of Wisconsin
    Menomonee Falls, 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: 05-30-2013; APPROX. 15 ADVISORY HRS/MONTH; APPROX. ZERO 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; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 12-05-2013; APPROX. 2 HRS/MONTH; APPROX. ZERO 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] FROEDTERT & MEDICAL COLLEGE OF WISCONSIN; NOT INVESTMENT RELATED; ADDRESS: N86W12999 NIGHTINGALE WAY, MENOMONEE FALLS, WI 53051; NATURE: MEDICAL HOSPITALS AND CLINICS; POSITION: COURIER FROM 10.03.2016 THRU 09.30.2021 AND DISTRIBUTION CENTER ATTENDANT FROM 10.01.2021 TO 08.30.2023 AND PRINT PRODUCTION TECHNICIAN 09.01.2023 TO CURRENT; STARTED: 10-03-2016; APPROX. 28 HRS/MONTH; APPROX. 28 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: CREATTION AND PRODUCTION OF MARKETING PRINT MATERIALS FOR FROEDTERT HEALTHCARE HOSPITALS AND CLINICS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-31
  • S65 Uniform Investment Adviser Law Examination
    2013-10-31
Other Names
  • Debbie A. Keaton
  • Debbie Keaton

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