Adam FullmerCRD Number: 6194346
Current Firm: Global View Capital Management, Ltd
Adam Fullmer (CRD# 6194346) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Waukesha, WI and has over 3 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Global View Capital Management, Ltd.||Waukesha, WA||Apr 2014 - Current||3|
|Global View Capital Insurance, Ltd.||Waukesha, WI||Sep 2013 - Current||4|
|There And Back Again Games||Watertown, WI||Nov 2012 - Current||4|
|Renewal Unlimited||Beaver Dam, WI||Jan 2013 - May 2014||1|
|Brighter Day Financial Coaching||Watertown, WI||Aug 2012 - Aug 2013||1|
|Associated Bank||Watertown, WI||May 2002 - Jul 2012||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2014|
Total Assets Under Management257MILLIONS
Total Number of Accounts6,000ACCOUNTS
Average Account Value$42,794
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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