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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
ID RA APPROVED 2017-10-03
  • ID RA
    APPROVED
    Since 2017-10-03

Branch Locations

765 S. Woodruff Avenue Suite 2, Idaho Falls, ID 83401 • United States

N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • 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
Global View Capital Insurance Services, Llc Waukesha WI 04/2015 Present
Global View Capital Management, Llc Waukesha WI 10/2017 Present
Global View Capital Advisors, Llc Waukesha WI 02/2015 Present
  • 04/2015 → Present
    Global View Capital Insurance Services, Llc
    Waukesha, WI
  • 10/2017 → Present
    Waukesha, WI
  • 02/2015 → Present
    Global View Capital Advisors, Llc
    Waukesha, WI
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: 02-16-2015; APPROX. 100 ADVISORY HRS/MONTH; APPROX. 80 ADVISORY HRS/MONTH DURING 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: 04-23-2015; APPROX. 60 HRS/MONTH; APPROX. 50 HRS/MONTH DURING 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-25
  • S65 Uniform Investment Adviser Law Examination
    2017-09-25
Other Names
  • Steven G. Gudmundson
  • Steve Gudmundson

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