Debbie KeatonCRD Number: 6255436
Current Firm: Global View Capital Management, Ltd
Debbie Keaton (CRD# 6255436) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Wauwatosa, 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, WI||Jan 2014 - Current||3|
|Global View Capital Insurance, Ltd.||Waukesha, WI||Dec 2013 - Current||3|
|Deb's Cleaning Services||Oconomowoc, WI||Mar 2010 - Current||7|
|Extendicare Health Services||Oconomowoc, WI||Dec 2011 - Dec 2013||2|
|Frontier Development, Inc.||Oconomowoc, WI||Jun 2003 - Feb 2012||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2013|
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