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Joe Percy Medrano

Advisor at Global View Capital Management LLC — Denver, CO

Updated today

Credentials

Series 63, Series 65

Experience

28 years

Location

Denver, CO 80202

Global View Capital Management LLC logo

Global View Capital Management LLC

Multi-team

Total advisors

101

Across 50 offices

Clients per advisor

37 Low

Avg AUM per client

$202,520 Very Low

HNW client ratio

3% Very Low

About

Joe Medrano is a financial advisor with Global View Capital Management LLC in Denver, CO, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at LPL Financial and 5280 Capital/Commonwealth Investment Advisors. Outside of his advisory work, he is involved with the Federal Employee Women’s Association, organizing educational events and promoting workplace diversity, and he also works as a driver for transportation services. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs algorithmic, technical, and quantitative methods in its investment selection process and offers various managed account options, including sub-advisory services and a low-cost ETF-only platform.

Client services

Based on Global View Capital Management LLC

Financial planning Portfolio management Selection of other advisers
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans

Expertise

Based on Global View Capital Management LLC

Active portfolio management Passive / index investing

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Fee options

Percentage

$0 - $500,000: 1.00% $500,001 - $999,999: 0.75% $1,000,000+: 0.50%

Project-based

Up to $350 per hour for financial planning services.

Subscriptions

Low-Cost Program: 0.4% Program Fee plus up to 1.4% advisor fee on commission-free ETF-only platform with $2,000 minimum.

Other

Account minimum: $2,000 Minimum fee: Accounts under $15,000 charged a non-refundable setup fee up to 3% of initial balance or $350, whichever is less. Fee-only: Financial planning fees up to $350 per hour.

Location

See office

Denver, CO

Downtown Denver Office Evolution, 1624 Market Street, Suite 202

Denver CO 80202

Advisors at this office

1

Most active in

Colorado

Work history

28 years of industry experience

H & R Block

2026 - Present • 1 year

Boulder, CO

Global View Capital Insurance Services, Llc

2021 - Present • 5 years

Waukesha, WI

Global View Capital Management, LLC

2021 - Present • 5 years

Waukesha, WI

Global View Capital Advisors, LLC

2021 - Present • 5 years

Waukesha, WI

5280 CAPITAL a/k/a COMMONWEALTH INVESTMENT ADVISORS, LLC

2019 - 2021 • 2 years

Denver, CO

UMEMPLOYED

2019 - 2019 • 1 year

Dever, CO

Greenstar

2018 - 2019 • 1 year

Golden, CO

Western Wealth Management LLC

2015 - 2018 • 3 years

Golden, CO

LPL Financial, llc

2006 - 2018 • 12 years

Greenwood Village, CO

Mutual Service Corporation

2002 - 2005 • 3 years

Denver, CO

FFP Advisory Services Inc

2001 - 2002 • 1 year

Denver, CO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michael H

CFP®, Series 66

Arvada, CO

Clearpath Legacy Planning

Michael Hunter is a CFP® professional with 12 years of industry experience. He currently works at Retire Right Planning, LLC and has prior experience at Motley Fool Wealth Management and Personal Capital Advisors. Retire Right Planning serves individual and high-net-worth clients with discretionary portfolio management, written financial plans, and one-time or hourly financial planning engagements. The firm employs a diversified investment approach combining value, safety, quality, momentum, volatility, and economic-indicator strategies, with a focus on risk control and regular account reviews.

RSUs / ISOs / NSOs Retirement income strategy Early retirement planning College savings (529s, UTMA, etc.) Business succession planning Founder/Business Owner Retired Executive Young Professionals Mid-Career Professionals Approaching retirement Young Families Established Professionals

Jack F

CFP®

Littleton, CO

Elevate Wealth Management

Jonathan Fecko is a CFP® professional at Elevate Wealth Management with four years of industry experience. His prior roles include positions at Frontier Asset Management, Potomac Fund Management Inc., and The Vanguard Group, Inc. He is based in Littleton, CO and Pittsburgh, PA. Elevate Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, families, trusts, retirement plans, and select institutional entities. The firm employs diversified strategic and tactical asset allocation, integrating equities, fixed income, mutual funds/ETFs, and alternatives, and offers impact/ESG options including Biblically Responsible Investing.

Equity compensation tax strategy General tax planning Concentrated stock management Wealth management Tax strategies for small businesses Founder/Business Owner Retired Sales Professional Doctor or Medical Professional Technology Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Young Professionals
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William K

Series 65, Series 66

Denver, CO

Brightward Financial LLC

William Kowalski Jr. is a financial advisor at Brightward Financial LLC in Denver, CO, holding Series 65 and Series 66 licenses with six years of industry experience. His previous roles include positions at The Millstone Evans Group, Atomos Nuclear and Space Corporation, and Raymond James & Associates. Brightward Financial LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals and business entities. The firm employs a multi-asset investment approach using proprietary models focused on diversification and tax-aware total-return strategies.

Tax-loss harvesting College savings (529s, UTMA, etc.) Life insurance needs analysis Options & derivatives strategies

Justin A

CFA®, Series 63

Greenwood Village, CO

OWL Creek Wealth Partners

Justin Apt is a CFA® charterholder with over 20 years of industry experience. He is the Founder and President at Owl Creek Wealth Partners in Denver, CO. Owl Creek Wealth Partners provides discretionary investment management and wealth advisory services to high-net-worth families. The firm employs a top-down, macro-economic approach to asset allocation and incorporates a range of investment vehicles, including alternative and structured instruments, tailoring portfolios to client-specific objectives. Owl Creek Wealth Partners excels at finding solutions to wealth complexity problems faced by many ultra high net worth families.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Self-Employed Retired Executive Approaching retirement Established Professionals Retired Intergenerational Families

Tyler M

Series 66

Broomfield, CO

Farther

Tyler Morris is a financial advisor at Farther with 13 years of industry experience and holds a Series 66 designation. His prior roles include positions at Personal Capital Advisors Corporation, Empower Advisory Group LLC, and Compound Planning. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Equity Recipients (RS/RSU, SOP, ESPP) Retirement plans for business owners (SEP, solo 401k) RSUs / ISOs / NSOs General retirement planning Concentrated stock management Technology Professional Retired Self-Employed Biotech Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Retired Established Professionals Approaching retirement
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Tanner W

Series 66, Series 7

Greenwood Village, CO

Fidelity

Tanner Windholz is a financial advisor at Fidelity with a Series 66 designation and one year of experience in the industry. His prior work experience includes roles at Bank Midwest/NBH Bank and service in the U.S. Army and Department of Defense. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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