Monica Mary Tennie

Current Employers

Employment History

• 07/2002 → Present
  Tennie Enterprises
  Hales Corners, 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 Captial Advisors, Llc
  Waukesha, WI
• 06/2019 → 09/2023
  Nextstep Financial Wellness, Llc
  Brookfield, WI

Previous Registrations

• 2010-11-03 → 2013-12-31
  The Strategic Financial Alliance, Inc.
  Mequon, WI
  Mequon, WI
  Mequon, WI
  Atlanta, GA
• 2006-07-17 → 2010-11-03
  Investment Advisors International, Inc.
  Mequon, WI
• 2004-06-14 → 2006-08-23
  Transamerica Financial Advisors, Llc
  Waukesha, WI

Other Businesses

[1] 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. 25 HRS/MO; APPROX. 15 HRS/MO 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. [2] 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: 05-24-2013; APPROX. 100 ADVISORY HRS/MONTH; APPROX. 70 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. [3] TENNIE ENTERPRISES; NOT INVESTMENT RELATED; ADDRESS: 910265 W. FOREST HOME AVENUE, HALES CORNERS, WI 53130; NATURE: SOLE PROPRIETORSHIP USED FOR BUSINESS TO PAY EMPLOYEES AND DOCUMENT BUSINESS EXPENSES FOR TAX PURPOSES; APPROX. 15-20 HRS/MO; APPROX. 10-15 HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: PAY INVOICES RELATED TO THE OFFICE, PAY EMPLOYEES AND MANAGED OFFICE EXPENDITURES. [4] LAWSON HOUSE BED & BREAKFAST; NOT INVESTMENT RELATED; ADDRESS: 10265 W. FORREST HOME AVENUE, HALES CORNERS, WI 53130; NATURE: BED AND BREAKFAST ENTITY; POSITION: OWNER; STARTED: 07-31-2015; APPROX. 80 HRS/MO; APPROX. 20 HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: TAKE GUEST RESERVATIONS, REGISTER GUESTS UPON ARRIVAL, PROVIDE BREAKFAST, INVOICE AND RECEIPT GUESTS FOR LODGING, GENERAL MAINTENANCE. [5] SOVEREIGN SELECT; NOT INVESTMENT RELATED; ADDRESS: 1339 W. MEQUON ROAD, MEQUON, WI 53092; NATURE: INSURANCE-MEDICARE & HEALTH; POSITION: INSURANCE AGENT-MEDICARE & HEALTH; STARTED: 05.15.2025; APPROX. 20 HRS/MONTH; APPROX. 20 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING AND SELLING HEALTH INSURANCE AND MEDICARE PLANS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-06-02
• S63 Uniform Securities Agent State Law Examination
  1999-07-07

Other Names

• Monica Mary Holland
• Monica Mary Reindl
• Monica M. Tennie
• Monica Tennie