Joe Percy Medrano

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

• 08/2015 → 01/2018
  Western Wealth Management Llc
  Golden, CO
• 01/2006 → 01/2018
  Lpl Financial, Llc
  Greenwood Village, CO
• 01/2018 → 08/2019
  Greenstar
  Golden, CO
• 12/2019 → 10/2021
  5280 Capital A/K/A Commonwealth Investment Advisors, Llc
  Denver, CO
• 09/2019 → 12/2019
  Umemployed
  Dever, CO
• 10/2021 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 10/2021 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 10/2021 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 01/2026 → Present
  H & R Block
  Boulder, CO

Previous Registrations

• 2020-01-02 → 2021-12-08
  5280 Capital
  Denver, CO
• 2016-06-22 → 2018-01-12
  Western Wealth Management Llc
  Golden, CO
  Golden, CO
• 2006-01-05 → 2016-09-07
  Lpl Financial Llc
  Denver, CO
  Greenwood Village, CO
  Greenwood Village, CO
  Golden, CO
  Denver, CO
  Golden, CO
• 2015-08-05 → 2016-06-22
  Western Wealth Management Llc
  Greenwood Village, CO
  Golden, CO
• 2002-10-16 → 2005-12-31
  Mutual Service Corporation
  Denver, CO
• 2001-06-08 → 2002-09-24
  Ffp Advisory Services Inc
  Denver, CO

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: OCTOBER 2021; APPROX. 160 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 120 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: OCTOBER 2021; APPROX. 35 HRS/MONTH DURING TRADING HOURS; APPROX. 10 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: 02.21.2023; APPROX. 40 HRS/MONTH DURING TRADING HOURS; APPROX. 20 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] FEDERAL EMPLOYEE WOMEN'S ASSOCIATION (FEW); NOT INVESTMENT RELATED; NATURE: ORGANIZATION TO SUPPORT WOMEN IN GOVERMENT; ADDRESS: 460 S. MARION PARKWAY, UNIT 2055, DENVER, CO 80209; STARTED: 08.01.2023; APPROX. 6 HRS/MONTH DURING TRADING; APPROX. 6 HRS/MONTH OUTSIDE TRADING HOURS; RESPOSIBILITIES: RECRUIT MEMBERS, ORGANIZED EDUCATIONAL EVENTS, CAREER ADVANCEMENT, PROMOTE DIVERSITY IN WORKPLACE AND SOCIAL EVENTS. [5] DRIVE FOR LYFT; NOT INVESTMENT RELATED; ADDRESS: 460 S. MARION PARKWAY #2055, DENVER, CO 80290; NATURE: TRANSPORTATION SERVICE; POSITION: DRIVER: STARTED: 03.12.2024; APPROX. 15 HRS/MO DURING TRADING HOURS; APPROX. 20 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILIITES: DRIVER DELIVERING PASSENGERS TO SPECIFIC ADDRESS OF DESTINATION. [6] UBER: NOT INVESTMENT RELATED; ADDRESS: 460 S. MARION PARKWAY #2055, DENVER, CO 80290;NATURE: TRANSPORTATION SERVICE; POSITION: DRIVER: STARTED: 03.13.2024; APPROX. 15 HRS/MO DURING TRADING HOURS; APPROX. 20 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILIITES: DRIVER DELIVERING PASSENGERS TO SPECIFIC ADDRESS OF DESTINATION. [7] H & R BLOCK; NOT INVESTMENT RELATED; ADDRESS: 1790 30TH STREET, SUITE 180, BOULDER, CO 80301;NATURE: TAX PREPARATION SERVICE; POSITION: TAX PREPARER; STARTED: 01.19.2026; APPROX. 60 HRS/MO DURING TRADING HOURS; APPROX. 30 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: PREPARE TAXES FOR INDIVIDUALS AND SMALL BUSINESSES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-19
• S63 Uniform Securities Agent State Law Examination
  2000-03-01

Other Names

• Joe P Medrano
• Joe Medrano