Anatole Kamentz, financial advisor Minocqua WI
93 score

Anatole Kamentz

CRD Number: 1855277
Current Firm: Global View Capital Management, Ltd

Anatole Kamentz (CRD# 1855277) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Minocqua, WI and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Global View Capital Management, Ltd Waukesha, WI Jan 2014 - Current 2
Global View Capital Insurance, Ltd. Waukesha, WI Nov 2010 - Current 6
Jana's Tax Service Minocqua, WI Jan 1999 - Current 17
Purshe Kaplan Sterling Investments Albany, NY Jan 2014 - Jun 2015 1
The Strategic Financial Alliance, Inc. Atlanta, GA May 2012 - Dec 2013 1
H. Beck, Inc. Rockville, MD Jul 2010 - Dec 2010 < 1
Lpl Financial Corporation Woodruff, WI Sep 2009 - Feb 2010 < 1
Waterstone Financial Group Itasca, IL Sep 2002 - Sep 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
Contact Info for Anatole T. Kamentz
Phone Number: 262-650-1030
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    257
    MILLIONS
  • Total Number of Accounts
    6,000
    ACCOUNTS
  • Average Account Value
    $42,794
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
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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