Margaret Rehmer Swiess

Employer firm

Founders Financial Securities LLC CRD 137945

$4.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 03/2018
  Global View Capital Management, Ltd
  Oak Brook, IL
• 03/2018 → 08/2025
  Spc
  Ann Arbor, MI
• 08/2025 → Present
  Founders Financial Securities Llc
  Towson, MD

Previous Registrations

• 2018-03-09 → 2025-11-25
  Spc
  Burr Ridge, IL
  Ann Arbor, MI
• 2014-01-02 → 2018-03-29
  Global View Capital Management Llc
  Oak Brook, IL
  Waukesha, WI
  Burr Ridge, IL
• 2011-03-02 → 2013-12-31
  The Strategic Financial Alliance, Inc.
  Oak Brook, IL
  Oak Brook, IL
  Waukesha, WI
• 2007-03-07 → 2011-03-04
  Investment Advisors International, Inc.
  Oak Brook, IL

Other Businesses

1. AS AN INDEPENDENTLY LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES. 2. Notary Public - State of IL. Provide notary services on an as-needed basis. Commission ends 3/30/26, Start date - 1978,

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-02-01
• S63 Uniform Securities Agent State Law Examination
  1999-07-21

Other Names

• Margaret Picucci