Robert Hayato Oda

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

• 10/1983 → 04/2019
  Kaiser Permanente
  Baldwin Park, CA
• 05/2016 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 03/2016 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 02/2016 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 09/2018 → Present
  Aerotek (Hospital Lab)
  Hanover, MD
• 02/2020 → 06/2021
  Health Care Providers Laboratory
  Baldwin Park, CA
• 01/2022 → Present
  Biological Laboratory
  San Dimas, CA

Previous Registrations

• 2012-01-06 → 2016-02-20
  Transamerica Financial Advisors, Llc
  Pomona, CA
  Brea, CA
  Brea, CA
• 2010-11-08 → 2012-01-06
  Investment Advisors International, Inc.
  Chino Hills, CA

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: 02-24-2016; APPROX. 40 ADVISORY HRS/MONTH; APPROX. 40 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: 03-10-2016; APPROX. 40 HRS/MONTH; APPROX. 40 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. [3] AEROTEK (HOSPITAL LAB)/WEST/ONTARIO CA-802; NOT INVESTMENT RELATED; HEADQUARTERS ADDRESS; 7301 PARKWAY DRIVE, HANOVER, MD 21706; NATURE: HEALTH CARE-HOSPITAL LAB; POSITION: CLINICAL LABORATORY SCIENTIST-PER DIEM POSITION AT KAISER HOSPITAL IN FONTANA, CA 92335; STARTED: 09-17-2018; APPROX. 2 HRS/MONTH DURING TRADING; APPROX. 6 HRS/MONTH OUTSIDE TRADING; RESPONSIBILITIES: ANALYZE AND TEST BLOOD AND BODY FLUIDS. [4] BIOLOGIGAL LABORATORY; NOT INVESTMENT RELATED; ADDRESS: 620 W. COVINA, SAN DIMAS, CA 91773; INDUSTRY: HEALTH CARE; POSITION: LAB SCIENTIST; STARTED: 01.04.2022; APPROX. 2 HRS/MONTH DURING TRADING HOURS; APPROX. 3 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: PERFORM LAB TESTS AND REPORT RESULTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-30
• S63 Uniform Securities Agent State Law Examination
  1999-05-28

Other Names

• Robert H. Oda
• Robert Oda