William Henderson (CRD# 1315123) is an Investment Advisor Representative working at Global View Capital Management LLC in Wauwatosa, WI and has over 39 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Financial Aid Services | Atlanta, GA | Feb 2023 - Current | 1 |
Global View Capital Management, LLC | Waukesha, WI | Jan 2014 - Current | 10 |
Global View Capital Insurance Serivces, LLC | Waukesha, WI | Nov 2013 - Current | 10 |
Global View Capital Advisors, LLC | Waukesha, WI | May 2013 - Current | 10 |
Milwaukee Area Technical College (matc) | Milwaukee, WI | Feb 2020 - Feb 2023 | 3 |
Concordia University | Mequon, WI | Apr 2018 - Sep 2019 | 1 |
Great Lakes Education Loan Services | Madison, WI | Mar 2006 - Jun 2017 | 11 |
Purshe Kaplan Sterling Investments | Albany, NY | Jan 2014 - Mar 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1984 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- WI
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Total Assets Under Management594MILLIONS
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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
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