Christina M. Lopes-Serrao

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

• 03/2022 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 04/2022 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 04/2022 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 03/2021 → 06/2025
  Reierson Financial
  Schofield, WI
• 11/2020 → 02/2021
  Unemployed
  Weston, WI
• 12/2019 → 11/2020
  Vizion Design Group
  Wausau, WI
• 11/2019 → 12/2019
  Wisconsin Physicians Service
  Madison, WI
• 08/2019 → 11/2019
  Radloff Appraisal Service
  Wausau, WI
• 02/2018 → 08/2019
  Vizion Design Group
  Wausau, WI
• 11/2017 → 01/2018
  Unemployed
  Weston, WI
• 10/2017 → 10/2017
  Badger Pharmacy
  Wausau, WI
• 07/2017 → 10/2017
  Unemployed
  Weston, WI
• 11/2016 → 06/2017
  Advance Scene Investigations
  Sugarland, TX
• 06/2016 → 11/2016
  Advance Scene Investigations
  Sugarland, TX
• 06/2025 → Present
  O&E Financial Llc
  Wausau, 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: 03.28.2022; APPROX. 20 ADVISORY HRS/MONTH; APPROX. 20 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: APRIL 2022; APPROX. 5 HRS/MONTH ; APPROX. 5 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 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: 05.16.2023 APPROX. 5 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 INSURANCE CLIENTS. [4] O&E FINANCIAL, LLC; YES-INVESTMENT RELATED: ADDRESS: 207 GRAND AVENUE, WAUSAU, WI 54403; NATURE: FINANCIAL SERVICES; POSITION: EXECUTIVE ASSISTANT AND OFFICE MANAGER; STARTED: 06.19.2025 - PRESENT; APPROX. 120 HRS/MO DURING TRADING HOURS; APPROX. 40 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: ANSWER PHONE CALLS, SCHEDULE APPOINTMENTS, MEET WITH CLIENTS, GATHER INFORMATION, PREPARE NEW AND ONGOING ACCOUNT PAPERWORK, FOLLOW UP ON TASKS, MANAGE THE OFFICE AND ASSIST MR. REIERSON AS REQUESTED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-25

Other Names

• Christina Marie Lopes-Serrao
• Christina Lopes-Serrao
• Christina Lopes
• Christina Ebling
• Christina M. Lopes-Serrao