Charles Weigel, financial advisor Arena WI

Charles Weigel

CRD Number: 2338266
Current Firm: Global View Capital Management LLC

Charles Weigel (CRD# 2338266) is an Investment Advisor Representative working at Global View Capital Management LLC in Arena, WI and has over 30 years of experience in the finance industry.

Similar Advisors
Mark Ziety, financial advisor Arena WI
Mark A. Ziety
CRD# 4902024
Wismed Financial, Inc.
Similar Advisors
Aaron Abel, financial advisor Arena WI
Aaron B. Abel
CRD# 5525772
Ameriprise Financial Services, LLC
Similar Advisors
David Abuaf, financial advisor Arena WI
David N. Abuaf
CRD# 4582706
Trustage Investment Management
Company Name Location Dates Years
Globel View Capital Insurance Services, LLC Waukesha, WI Feb 2015 - Current 9
Global View Capital Management, LLC Waukesha, WI Dec 2014 - Current 9
Global View Capital Advisors, LLC Waukesha, WI Oct 2014 - Current 9
Weigel & Associates Arena, WI Jun 1983 - Current 40
Princor Financial Services Corporation Des Moines, IA Sep 2013 - Dec 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1993
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Charles P. Weigel
Phone Number: 262-650-1030
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    594
    MILLIONS
  • Total Number of Accounts
    6,508
    ACCOUNTS
  • Average Account Value
    $91,242
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, ID, IL, IN, KY, LA, MA, MI, MN, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, VT, WA, WI, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.