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Current Employers
Global View Capital Management Llc

N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-01-16
  • WI RA
    APPROVED
    Since 2026-01-16

Branch Locations

N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States

207 Grand Avenue, Wausau, WI 54403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Philip Schweik Dba Hooksetters Mosinee WI 09/1995 Present
Global View Capital Management, Llc Waukesha WI 10/2017 Present
Global View Capital Insurance Services, Llc Waukesha WI 11/2017 Present
Global View Capital Advisors, Llc Waukesha WI 04/2015 Present
  • 09/1995 → Present
    Philip Schweik Dba Hooksetters
    Mosinee, WI
  • 10/2017 → Present
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-21
  • S65 Uniform Investment Adviser Law Examination
    2017-09-21
Other Names
  • Philip A. Schweik
  • Philip Schweik
  • Phil Schweik

View on SEC IAPD

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