Nicholas Cafaro (CRD# 7053629) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 4 years of experience in the finance industry.
CRD# 4803124
Diversified Management Inc.
CRD# 6834039
Francis LLC
CRD# 4659590
Global View Capital Management LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Baird | Milwaukee, WI | Oct 2019 - Current | 5 |
Whistling Straits Golf Course | Haven, WI | Jun 2019 - Sep 2019 | < 1 |
Renaissance Financial | Omaha, NE | Jan 2019 - May 2019 | < 1 |
Creighton University | Omaha, NE | Jul 2015 - May 2019 | 3 |
Marquette University High School | Milwaukee, WI | Jun 2017 - Aug 2018 | 1 |
Marquette University High School | Milwaukee Wi, WI | Jul 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- FL
- TX
- WI
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Total Assets Under Management287,515MILLIONS
-
Total Number of Accounts331,500ACCOUNTS
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Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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