Karen Jean Danczyk

Current Employers

Employment History

• 06/2005 → Present
  Danczyk Design & Builders, Llc
  Mosinee, WI
• 01/2014 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 11/2010 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 05/2013 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI

Previous Registrations

• 2010-11-03 → 2013-12-31
  The Strategic Financial Alliance, Inc.
  Mosinee, WI
  Mosinee, WI
  Schofield, WI
  Wausau, WI
• 2006-07-08 → 2010-11-02
  Investment Advisors International, Inc.
  Mosinee, WI
• 2005-04-28 → 2006-08-23
  Transamerica Financial Advisors, Llc
  Mosinee, WI
  Mosinee, WI

Other Businesses

[1] DANCZYK DESIGN & BUILDERS, LLC; NOT INVESTMENT RELATED; ADDRESS: 5810 WESTON MEADOWS PASS, UNIT 4, WESTON, WI 54476; NATURE: GENERAL CONTRACTOR CONSTRUCTION BUSINESS FOCUSING ON RESIDENTIAL AND COMMERCIAL; POSITION: SOLE MEMBER & BOOKKEEPER; STARTED: JUNE 2005; APPROX. 4 HRS/MONTH; APPROX. 4 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: BOOKKEEPING. [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: NOVEMBER 2010; APPROX. 10 HRS/MONTH; APPROX. 10 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] 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: 05-06-2013; APPROX. 130 ADVISORY HRS/MONTH; APPROX. 90 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. [4] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 06.14.2023; APPROX. 3 HRS/MONTH DURING TRADING HOURS; APPROX. 22 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

• S65 Uniform Investment Adviser Law Examination
  2005-03-29
• S63 Uniform Securities Agent State Law Examination
  1986-03-14

Other Names

• Karen J. Danczyk
• Karen Danczyk