Edward Thiessen (CRD# 1160071) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 40 years of experience in the finance industry. Edward Thiessen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global View Capital Management, LLC | Waukesha, WI | Sep 2023 - Current | < 1 |
| Global View Capital Advisors, LLC | Waukesha, WI | Aug 2023 - Current | < 1 |
| Southwest Financial Advisory Group, Inc. | Edmond, OK | May 1992 - Current | 31 |
| Southwest Financial Concepts, Inc. | Weatherford, OK | Dec 1988 - Current | 35 |
| Oneamerica Securities | Edmond, OK | Nov 2012 - Sep 2023 | 10 |
| American United Life | Edmond, OK | Aug 2012 - Mar 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1983 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OK
- TX
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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
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