Kurt Clonts Castaneda

Current Employers

Employment History

• 02/2014 → 09/2019
  Global View Capital Management, Ltd
  Waukesha, WI
• 08/2007 → Present
  Mesa Fire/Medical Department
  Mesa, AZ
• 10/2016 → 09/2019
  Global View Capital Insurance, Ltd.
  Waukesha, WI
• 02/2014 → 09/2019
  Global View Captial Advisors, Ltd.
  Waukesha, WI
• 09/2019 → Present
  Scf Investment Advisors, Inc.
  Fresno, CA
• 09/2024 → Present
  United Advisor Group
  Gilbert, AZ
• 09/2024 → Present
  Flat Iron Wealth Management, Llc
  Gilbert, AZ
• 09/2019 → 08/2024
  Ash Creek Financial Advisors
  Gilbert, AZ

Previous Registrations

• 2019-09-09 → 2024-10-22
  Scf Investment Advisors, Inc.
  San Diego, CA
  San Tan Valley, AZ
  Gilbert, AZ
• 2014-03-11 → 2019-10-01
  Global View Capital Management Llc
  Safford, AZ
  Waukesha, WI
  Safford, AZ

Other Businesses

CITY OF MESA FIRE/MEDICAL DEPARTMENT - FIRE CAPTAIN - 715 W RED FERN RD SAN TAN VALLEY, AZ - NOT INVESTMENT RELATED - FIRE, EMS, HAZMAT & ALL HARZARD RESPONSE; MESA FIRE/MEDICAL DEPT. - BOARD MEMBER - NOT INVESTMENT RELATED - SAME ADDRESS - REVIEW LOCAL MEMBERS OF MFMD PAPERWORK BEFORE THEY RETURN WITH AZ DSPRS - PARTICIPATE IN 1 MONTHLY PENSON BOARD MEETING; 204 CATTLE COMPANY, LLC - NOT INVESTMENT RELATED - SAME ADDRESS - AGRICULTURE/FARMING - OWNER - 2/10/2022 - 20 HR/MONTH - 0 HR/MONTH - RAISE, BRAND, AND TAG CATTLE THEN SHIP FOR PROCESSING; DREAM ROPER CORP - INVESTMENT RELATED - OWNER - 12/2002 - 4 HR/MONTH - 0 HR/MONTH - SELL FIXED LIFE & ANNUITY PRODUCTS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-22

Other Names

• Kurt C. Castaneda
• Kurt Castaneda