David Hessel (CRD# 6527842) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 7 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global View Capital Management, LLC | Waukesha, WI | Jul 2017 - Current | 6 |
| Global View Capital Insurance Services, LLC | Waukesha, WI | Jun 2017 - Current | 6 |
| Global View Capital Advisors, LLC | Waukesha, WI | Jun 2017 - Current | 6 |
| Mutual Of Omaha Insurance Company | Milwaukee, WI | Jul 2014 - Jul 2017 | 3 |
| Mutual Of Omaha Investor Services | Milwaukee, WI | Nov 2016 - Jun 2017 | < 1 |
| Jay Van Beusekom Financial Advisor, LLC | Milwaukee, WI | May 2015 - Jun 2017 | 2 |
| Advantage Sales And Marketing | Vernon Hills, IL | May 2013 - Feb 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- WI
-
Total Assets Under Management594MILLIONS
-
Total Number of Accounts6,508ACCOUNTS
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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
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