Global View Capital Management, Ltd

Global View Capital Management, Ltd (CRD# 158292) is a financial advisory firm headquartered in Waukesha, WI. They manage $434,079,924 in 5,353 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    434
    MILLION
  • Total Number of Accounts
    5,353
    ACCOUNTS
  • Average Account Value
    $81,091
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AR, AZ, CA, CO, FL, GA, ID, IL, IN, KY, MA, MI, MN, MT, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY

Financial Advisors at Global View Capital Management, Ltd
Showing 1 - 10 of 99 top financial advisors.
1
Chadwick B. Albano
CRD#: 4659590
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188

Chadwick Albano (CRD# 4659590) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Waukesha, WI and has over 17 years of experience in the finance industry.

2
Cynthia M. Aragon
CRD#: 4316747
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188

Cynthia Aragon (CRD# 4316747) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Waukesha, WI and has over 19 years of experience in the finance industry.

3
Barry S. Arnold
CRD#: 1923367
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188

Barry Arnold (CRD# 1923367) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Waukesha, WI and has over 31 years of experience in the finance industry.

4
David M. Bauer
CRD#: 4680344
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188

David Bauer (CRD# 4680344) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Waukesha, WI and has over 17 years of experience in the finance industry.

5
Eric J. Becker
CRD#: 4512430
15885 W. National Avenue, Suite 100, New Berlin, WI 53151

Eric Becker (CRD# 4512430) is an Investment Advisor Representative working at Global View Capital Management, Ltd in New Berlin, WI and has over 18 years of experience in the finance industry.

6
John L. Benzie
CRD#: 6336259
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188

John Benzie (CRD# 6336259) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Waukesha, WI and has over 6 years of experience in the finance industry.

7
Dale K. Black
CRD#: 4312705
233 South Pleasant Grove Boulevard, Suite 102, Pleasant Grove, UT 84062

Dale Black (CRD# 4312705) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Pleasant Grove, UT and has over 19 years of experience in the finance industry.

8
Maxwell M. Boehm
CRD#: 7072017
15885 W. National Avenue, Suite 100, New Berlin, WI 53151

Maxwell Boehm (CRD# 7072017) is an Investment Advisor Representative working at Global View Capital Management, Ltd in New Berlin, WI and has 1 year of experience in the finance industry.

9
Daniel T. Bresson
CRD#: 1360768
15885 W. National Avenue, Suite 100, New Berlin, WI 53151

Daniel Bresson (CRD# 1360768) is an Investment Advisor Representative working at Global View Capital Management, Ltd in New Berlin, WI and has over 12 years of experience in the finance industry.

10
Robert E. Brown
CRD#: 7003366
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188

Robert Brown (CRD# 7003366) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Waukesha, WI and has over 2 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.