Michael Feeney (CRD# 2539518) is an Investment Advisor Representative working at Global View Capital Management LLC in Idaho Falls, ID and has over 15 years of experience in the finance industry.
CRD# 4646629
Edward Jones
CRD# 4914714
Valkyrie Private Wealth Management
CRD# 5727397
Arkadios Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Global View Capital Insurance Services, LLC | Waukesha, WI | Nov 2020 - Current | 3 |
Global View Capital Management, LLC | Waukesha, WI | Nov 2020 - Current | 3 |
Global View Capital Advisors, LLC | Waukesha, WI | Oct 2020 - Current | 3 |
Adele & Mike Property Management, LLC | Ogden, UT | Feb 2010 - Current | 14 |
Mtc (mgmt.training Corp.) D/b/a Clearfield Job Corps | Clearfield, UT | Jan 2004 - Sep 2021 | 17 |
R & R Group, LLC | Terrace, UT | Jul 2017 - Oct 2019 | 2 |
Ele Advisory Services, LLC | Southfield, MI | Jul 2017 - Dec 2018 | 1 |
Ele Wealth Advisors, Inc. | Southield, MI | Jul 2017 - Dec 2018 | 1 |
Tristan, Inc. | Ogden, UT | Apr 2004 - Jun 2018 | 14 |
Enagic Usa, Inc. | Torrauee, CA | Aug 2008 - Nov 2017 | 9 |
Transamerica Financial Advisors, Inc. | St. Petersburg, FL | Jan 2012 - Jul 2015 | 3 |
Stone Hill National | Salt Lake City, UT | May 2011 - Jul 2015 | 4 |
World Financial Group | Johns Creek, GA | Jan 2008 - Jul 2015 | 7 |
Avanti | Ogden, UT | Sep 2011 - Dec 2014 | 3 |
Sun Valley Mortgage Services, LLC | Ogden, UT | Mar 2009 - Jun 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2008 |
S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
- UT
-
Total Assets Under Management594MILLIONS
-
Total Number of Accounts6,508ACCOUNTS
-
Average Account Value$91,242
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AR, AZ, CA, CO, FL, GA, ID, IL, IN, KY, LA, MA, MI, MN, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, VT, WA, WI, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.