Judith Kreczmer, financial advisor Sandwich IL
81 score

Judith Kreczmer

CRD Number: 1401386
Current Firm: Global View Capital Management, Ltd

Judith Kreczmer (CRD# 1401386) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Sandwich, IL and has over 31 years of experience in the finance industry.

Similar Advisors
Jonathan Hylton, financial advisor Sandwich IL
Jonathan Hylton
CRD# 4048248
Clear Perspective Advisors, LLC
Score
103
Similar Advisors
Nicholas Latko, financial advisor Sandwich IL
Nicholas A. Latko
CRD# 5061704
Clear Perspective Advisors, LLC
Score
101
Similar Advisors
Jorge Seda Rivera, financial advisor Sandwich IL
Jorge I. Seda Rivera
CRD# 4035135
Pnc Investments
Score
101
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
The Strategic Financial Alliance, Inc. Atlanta, GA Nov 2010 - Dec 2013 3
Investment Advisors International, Inc. (iai) Duluth, GA Jul 2006 - Nov 2010 4
World Group Securities, Inc. Duluth, GA Apr 2002 - Nov 2010 8
World Financial Group Duluth, GA Jun 2001 - Nov 2010 9
Innergy Lending Duluth, GA Dec 2006 - Jun 2008 1
Wfg Affilliated Broker Wheaton, IL Oct 2002 - Feb 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Judith A. Kreczmer
Phone Number: 262-650-1030
Registered State(s):
  • IL
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
81

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.