Edward James Thiessen

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

• 12/1988 → Present
  Southwest Financial Concepts, Inc.
  Weatherford, OK
• 11/2012 → 09/2023
  Oneamerica Securities
  Edmond, OK
• 08/2023 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 09/2023 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 05/1992 → Present
  Southwest Financial Advisory Group, Inc.
  Edmond, OK

Previous Registrations

• 2012-11-21 → 2023-09-28
  Oneamerica Securities, Inc.
  Oklahoma City, OK
  Indianapolis, IN
  Edmond, OK
  Dallas, TX
  Indianapolis, IN
• 1996-03-15 → 2012-12-19
  Concourse Financial Group Securities, Inc.
  Bethany, OK
  Clinton, OK

Other Businesses

[1] SOUTHWEST FINANCIAL CONCEPTS, INC.; NOT INVESTMENT RELATED; 2524 NORTH BROADWAY, SUITE 315, EDMOND, OK 73034; NATURE: INSURANCE; POSITION: INSURANCE AGENT AND OWNER; STARTED: 12.08.1988; PRESENT; APPROX. ZERO HRS/MO OUTSIDE TRADING HRS; APPROX. ZERO HRS/MO DURING TRADING HRS; RESPONSIBILITIES: THIS ENTITY WAS A DISTRIBUTOR OF FIXED INSURANCE PRODUCTS BUT IS NOT SOLICITING NEW BUSINESS YET IS STILL RECEIVING RENEWALS AND OVERRIDE REVENUE EARNED FROM ANCILLARY BUSINESS. [2] SOUTHWEST FINANCIAL ADVISORY GROUP, INC.; YES-INVESTMENT RELATED; 2524 NORTH BROADWAY, SUITE 315, EDMOND, OK 73003; NATURE: FINANCIAL SERVICES AND INSURANCE; POSITION: INSURANCE AGENT, OWNER AND SALES REPRESENTATIVE; STARTED: 05.06.1992; APPROX. 120 HRS/MO DURING TRADING HRS; APPROX. 80 HRS/MO OUTSIDE TRADING HRS; RESPONSIBILITIES: THIS IS A DBA FOR FINANCIAL PLANNING SERVICES, MEET WITH CLIENTS, DEVELOP, IMPLEMENT AND MONITOR FINANCIAL PLANS THAT INCLUDE INSURANCE AND INVESTMENTS AND ALSO MANAGE RELATIONSHIPS WITH VENDORS. [3] RESORT RENTAL IN MEXICO; NOT INVESTMENT RELATED; PUEBLO BONITO RESORST IN CABO SAN LUCAS N/A N/A MEXICO; NATURE: RESORT; POSTION: OWNER OF RESORT POINTS; FOR UNITS; APPROX. 2 HRS/MO OUTSIDE TRADING HRS; APPROX. ZERO HRS/MO DURING TRADING HRS; RESPONSIBILITIES: MANAGE USAGE OF RESORT UNITS FOR SELF, FAMILY AND FRIENDS RENTED WITH RESORT POINTS. [4] THOUGHTFUL VALUES; NOT INVESTMENT RELATED; 3005 CARRIAGE PARK LANE, EDMOND, OK 73003; NATURE: RETAIL; POSTION: OWNER AND MEMEBER; STARTED: 05.01.2022; APPROX. 2 HRS/MO OUTSIDE TRADING HRS; APPROX. ZERO HRS/MO DURING TRADING HRS; RESPONSIBILITIES: PURCHASE AND PRICE INVENTORY TO SELL THROUGH AMAZON'S FULLFILLMENT BY AMAZON (FBA) PROGRAM THAT CATERS TO AMAZON PRIME MEMBERS. [5] GLOBAL VIEW CAPITAL ADVISORS, LLC (GVCA), AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC (GVCM); 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: 08.11.2023; APPROX. 10 ADVISORY HRS/MONTH; APPROX. 10 ADVISORY HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC (GVCI) INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. Mr. THIESSEN IS NOT AFFILIATED WITH GVCI AS AN INSURANCE AGENT. [6] STRYDE SAVINGS; NOT INVESTMENT RELATED: ADDRESS: 15173 NORTH ROAD, SUITE 201, FENTON, MI 48430; NATURE: FINANCIAL SERVICES FOCUSED ON HELPING BUSINESSES REDUCE EXPENSES AND FIND FEDERAL TAX INCENTIVES; POSITION: REFERRAL AFFILIATE; STARTED: 10.20.2025; APPOX. 3 HRS/MO DURING TRADING HOURS; APPROX. 5 HRS/MO OUTSIDE TRADING HOURS: RESPONSIBILITIES: REFER PEOPLE AND BUSINESSES TO STRYDE THAT USES PROPIETARY SOFTWARE TO UNCOVER EXPENSE REDUCTIONS AND SPECIALIZED TAX INCENTIVES (LOCAL, STATE AND FEDERAL) TO RECEIVE A REFERRAL FEE FROM STRYDE.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-08-08

Designations

• Certified Financial Planner

Other Names

• Ed Thiessen
• Edward J. Thiessen