Philip Anthony Schweik

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

• 09/1995 → Present
  Philip Schweik Dba Hooksetters
  Mosinee, WI
• 10/2017 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 11/2017 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 04/2015 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI

Other Businesses

[1] PHILIP SCHWEIK DBA HOOKSETTERS; NO-NOT INVESTMENT RELATED; ADDRESS: 188 SCOUT ROAD, MOSINEE, WI 54455; NATURE: FISHING GUIDE SERVICE; POSITION: OWNER; STARTED: 09/1995; APPROX. 80 HRS/MONTH; APPROX. 80 HRS/MONTH DURING SECURITIES TRADING HOURS; RESPONSIBILITIES: LEAD GUIDED FISHING TRIPS, MAINTAIN BUSINESS BOOKS AND RECORDS. [2] GLOBAL VIEW CAPITAL ADVISORS, LLLC, 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: 04-10-2015; APPROX. 60 ADVISORY HRS/MONTH; APPROX. 40 ADVISORY HRS/MONTH DURING SECURITIES TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. [3] 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 NOVEMBER 2017; APPROX. 60 HS/MONTH; APPROX. 40 HRS/MONTH DURING SECURITIES 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. [4] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 01.13.2023; APPROX. 20 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-21

Other Names

• Philip A. Schweik
• Philip Schweik
• Phil Schweik