Global View Capital Management LLC

Global View Capital Management LLC (CRD# 158292) is a financial advisory firm headquartered in Waukesha, WI. They manage $593,801,273 in 6,508 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    594
    MILLION
  • Total Number of Accounts
    6,508
    ACCOUNTS
  • Average Account Value
    $91,242
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Global View Capital Management LLC
Showing 51 - 60 of 85 top financial advisors.
51
Tracy L. Reierson
CRD#: 4847342
279 Ross Avenue, Schofield, WI 54766

Tracy Reierson (CRD# 4847342) is an Investment Advisor Representative working at Global View Capital Management LLC in Schofield, WI and has over 19 years of experience in the finance industry.

52
Stephen K. Roberts
CRD#: 6434014
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188

Stephen Roberts (CRD# 6434014) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 9 years of experience in the finance industry.

53
Zachary S. Rohrer
CRD#: 5699128
225 N. 23rd Street, Suite A, Billings, MT 59101

Zachary Rohrer (CRD# 5699128) is an Investment Advisor Representative working at Global View Capital Management LLC in Billings, MT and has over 14 years of experience in the finance industry.

54
Philip A. Schweik
CRD#: 6862078
279 Ross Avenue, Schofield, WI 54476

Philip Schweik (CRD# 6862078) is an Investment Advisor Representative working at Global View Capital Management LLC in Schofield, WI and has over 6 years of experience in the finance industry.

55
William J. Sefcik
CRD#: 5437192
233 South Pleasant Grove Boulevard, Ste. 102, Pleasant Grove, UT 84062

William Sefcik (CRD# 5437192) is an Investment Advisor Representative working at Global View Capital Management LLC in Pleasant Grove, UT and has over 16 years of experience in the finance industry.

56
Debra K. Selle
CRD#: 3018789
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188

Debra Selle (CRD# 3018789) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 25 years of experience in the finance industry.

57
Kelly A. Shanahan
CRD#: 6189014
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188

Kelly Shanahan (CRD# 6189014) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 10 years of experience in the finance industry.

58
Glen E. Sjoberg
CRD#: 5484204
233 South Pleasant Grove Boulevard, Suite 102, Pleasant Grove, UT 84062

Glen Sjoberg (CRD# 5484204) is an Investment Advisor Representative working at Global View Capital Management LLC in Pleasant Grove, UT and has over 15 years of experience in the finance industry.

59
Steven P. Sorensen
CRD#: 2653539
765 S Woodruff Avenue, Suite 2, Idaho Falls, ID 83401

Steven Sorensen (CRD# 2653539) is an Investment Advisor Representative working at Global View Capital Management LLC in Idaho Falls, ID and has over 28 years of experience in the finance industry.

60
Scott E. Stewart
CRD#: 4680747
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188

Scott Stewart (CRD# 4680747) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 20 years of experience in the finance industry.

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