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Global View Capital Management LLC CRD 158292
$775M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-03-14 |
Branch Locations
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global View Capital Advisors, Llc | Waukesha | WI | 03/2022 | Present |
| Global View Capital Management, Llc | Waukesha | WI | 03/2022 | Present |
| Fidelity Information Services (Fis) | Browndeer | WI | 08/2011 | Present |
| St. John'S Lutheran Church | Jackson | WI | 12/2018 | 12/2019 |
[1] FIDELITY INFORMATION SERVICES (FIS); NOT INVESTMENT RELATED; ADDRESS: 4900 W. BROWN DEER ROAD, MILWAUKEE, WI 53223; NATURE: FINANICAL PROCESSING DATA CENTER; POSITION: SYSTEM ANALYST II; STARTED: AUGUST 2011 - PRESENT; APPROX. 200 HRS/MONTH; APPROX. 160 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: DIAGNOSE AND TROUBLESHOOT ISSUES RELATED TO TRANSACTION PROCESSING AND IS ONCALL ONCE EVERY SIX WEEKS. [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 INSURANCE AND ADVISORY SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE: 03.11.2022 APPROX. 60 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 15 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. [3] ABT FINANCE LLC; YES-INVESTMENT RELATED; ADDRESS: 2017 HOLLOW CIRLCE, WEST BEND, WI 53090; NATURE: PASS-THROUGH ENTITY; POSITION: MANAGING MEMBER-OWNER; STARTED: 05.25.2026; APPROX. 30 HRS/MO DURING TRADING HOURS;' APPROX. 15 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: MANAGE INCOME AND EXPENSES OF MY INDEPENDENT CONTRACTOR BUSINESS WITH GLOBAL VIEW CAPITAL (GVC) ENTITIES AND THIS LLC PROVIDES ASSISTANT SERVICES TO OTHER GVC INDEPENDENT CONTRACTORS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-02 |
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