Daniel Bresson (CRD# 1360768) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Waukesha, WI and has over 9 years of experience in the finance industry.
CRD# 4697511
Financial Service Group Inc.
Score
103
CRD# 5923727
Fortress Planning Group
Score
103
CRD# 2810851
Midland Financial Advisors, Inc.
Score
101
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global View Capital Management, Ltd | Waukesha, WI | Jan 2014 - Current | 4 |
| Global View Capital Insurance, Ltd. | Waukesha, WA | Nov 2010 - Current | 7 |
| The Strategic Financial Alliance, Inc. | Atlanta, GA | Nov 2010 - Dec 2013 | 3 |
| World Planning Enterprises, LLC | Waukesha, WI | Jun 2008 - Aug 2012 | 4 |
| United Realtors, LLC | Waterford, WI | Jan 2008 - Dec 2010 | 2 |
| Investment Advisors International, Inc. | Waukesha, WI | Aug 2008 - Nov 2010 | 2 |
| World Group Securities | Waukesha, WI | Jun 2008 - Nov 2010 | 2 |
| World Financial Group | Waukesha, WI | Mar 2008 - Nov 2010 | 2 |
| City 1st Mortgage Service, LLC | Waukesha, WI | Jun 2008 - Mar 2010 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.
Reported Disclosure Event:- Financial Issue
- Judgments / Liens
- WI
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Total Assets Under Management305MILLIONS
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Total Number of Accounts4,714ACCOUNTS
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Average Account Value$64,698
- 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
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Other
AK, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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