Karen Danczyk, financial advisor Mosinee WI
93 score

Karen Danczyk

CRD Number: 1456834
Current Firm: Global View Capital Management, Ltd

Karen Danczyk (CRD# 1456834) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Mosinee, WI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Global View Capital Management, Ltd Mosinee, WI Jan 2014 - Current 2
Global View Capital Insurance, Ltd. Waukesha, WI Nov 2010 - Current 6
Danczyk Design And Builders LLC Mosinee, WI Jun 2005 - Current 11
Purshe Kaplan Sterling Investments Albany, NY Jan 2014 - May 2015 1
The Strategic Financial Alliance, Inc. Atlanta, GA Nov 2010 - Dec 2013 3
Investment Advisors International Mosinee, WI Jul 2006 - Nov 2010 4
World Group Securities, Inc. Mosinee, WI Apr 2002 - Nov 2010 8
Wfg Mosinee, WI Jun 2001 - Nov 2010 9
The Danczyk Trust Dtd 6/21/95 Mosinee, WI Jun 2000 - Jul 2010 10
Innergy Lending LLC Duluth, GA Dec 2007 - Jun 2008 < 1
Wisconsin Financial Center LLC Wausaui, WI Jun 2002 - Jan 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
S65 NASAA Investment Advisors Law Examination Mar 2005
Contact Info for Karen J. Danczyk
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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