Debbie Keaton, financial advisor Wauwatosa WI
89 score

Debbie Keaton

CRD 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.

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Company Name Location Dates Years
Global View Capital Management, Ltd Waukesha, WI Jan 2014 - Current 2
Global View Capital Insurance, Ltd. Waukesha, WI Dec 2013 - Current 3
Deb's Cleaning Services Oconomowoc, WI Mar 2010 - Current 6
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
Contact Info for Debbie A. Keaton
Phone Number: 262-650-1030
Registered State(s):
  • WI
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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