Best Investors
Account
Sign in
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
[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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-21 |
Reach out to this advisor