Jeffrey Butler (CRD# 2319063) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 30 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global View Capital Advisors, LLC | Waukesha, WI | May 2018 - Current | 5 |
| Global View Capital Insurance Services, LLC | Waukesha, WI | Mar 2018 - Current | 6 |
| Global View Capital Management, LLC | Waukesha, WI | Jan 2018 - Current | 6 |
| Nextstep Financial Wellness, LLC | Brookfield, WI | Jun 2018 - Sep 2023 | 5 |
| Unemployed | Kewaskum, WI | Sep 2017 - Dec 2017 | < 1 |
| Jeffrey L. Butler (iard# 147117) | Kewaskum, WI | Nov 2008 - Aug 2017 | 8 |
| Fortune Financial Services, Inc. | Monaca, PA | Jul 2015 - Dec 2016 | 1 |
| Wisconsin Investment Services | Kewaskum, WI | Nov 2008 - Nov 2016 | 8 |
| Trust Wisconsin | Kewaskum, WI | Dec 2005 - Dec 2015 | 10 |
| Concorde Investment Services, LLC | Troy, MI | Mar 2012 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2004 |
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- 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
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