Christopher Michael Kunz

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

• 12/2021 → 12/2023
  Dl Evans Bank
  Idaho Falls, ID
• 09/2021 → 12/2021
  Tj Fern
  Idaho Falls, ID
• 09/2015 → 09/2021
  Bank Of Idaho
  Idaho Falls, ID
• 01/2023 → 12/2023
  Cetera Investment Services Llc
  St Cloud, MN
• 12/2023 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 12/2023 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 04/2024 → Present
  Global View Capital Management, 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: 12.12.2023; APPROX. 120 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 10 ADVISORY HRS/MONTH OUTSIDE 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: 12.13.2023; APPROX. 20 HRS/MONTH DURING TRADING HOURS; APPROX. 5 HRS/MONTH OUTSIDE 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 AND FIXED ANNUITIES. [3] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 12.14.2023; APPROX. 20 HRS/MONTH DURING TRADING HOURS; APPROX. 5 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

• S65 Uniform Investment Adviser Law Examination
  2024-04-04

Other Names

• Chris Kunz