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.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
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 |
- WI
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Total Assets Under Management594MILLIONS
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Total Number of Accounts6,508ACCOUNTS
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Average Account Value$91,242
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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
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