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John Benzie

Advisor at Global View Capital Management LLC

Updated today

Location

Iron Mountain, MI

Credentials

Series 65

Industry experience

11 years

About

John Benzie is a financial advisor at Global View Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked with affiliated firms including Global View Capital Insurance Services and Global View Capital Advisors since 2014. Outside of his advisory roles, Benzie officiates high school basketball and baseball games. Global View Capital Management provides discretionary investment management and financial planning for individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a model-driven, quantitative investment process that utilizes technical analysis, momentum, and trend-following signals, supported by a majority-owned research arm that delivers daily fund rankings and trade alerts.

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 Wealth management

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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

Other

Account minimum: $2,000.00 Minimum fee: Accounts under $15,000 charged non-refundable setup fee of lesser of 3% of initial balance or $350

Location

Iron Mountain, MI

Most active in

Michigan

Work history

Global View Capital Insurance Services, Llc

2014 - Present (12 years)

Global View Capital Management, Llc

2014 - Present (12 years)

Global View Capital Advisors, LLC

2014 - Present (12 years)

Disclosures

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

Business activities & affiliations

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Bradley B

Series 65

Mount Pleasant, SC

High Tide Advisory LLC

Bradley Blomquist is a Series 65-licensed financial advisor with High Tide Advisory LLC in Mount Pleasant, SC. He founded two affiliated businesses: BJB Insurance Solutions, an insurance agency focusing on life insurance and annuity products used in retirement and legacy planning, and High Tide Tax Solutions, which offers federal and state tax preparation and planning services. His prior experience includes roles at Pregis Corporation and full-time education. High Tide Advisory LLC, founded in 2025, provides non-discretionary portfolio recommendations, financial planning, and consulting to individuals and businesses. The firm employs diversified ETF models and tax-efficient strategies while allowing clients to trade through their chosen custodians.

Retirement income strategy Roth conversion strategy Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses
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Gregory L

Series 63, Series 66

Iron Mountain, MI

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Gregory La Freniere is a financial advisor at Kingsview Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 21 years. Outside of his advisory role, he owns North Forty Wild Apples LLC, an online retail business specializing in tree seedlings. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Lance M

Series 63, Series 65

Kingsford, MI

Planmember Securities Corporation

Lance Marcell is a financial advisor with PlanMember Securities Corporation in Kingsford, MI, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with PlanMember since 2016 and has operated his own financial services business since 2005. Marcell is also involved with the Michigan Association of Retired School Personnel, where he provides educational presentations. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, functioning as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach to managing risk-based mutual fund portfolios and provides education, support services, and personalized retirement planning to plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Laird T

Series 63, Series 65

Iron Mountain, MI

Cetera

Laird Trepp is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including VOYA Financial Advisors and Planning Associates. In addition to his advisory role, he is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by various program structures and model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Heidi S

Series 66

Iron Mountain, MI

OSAIC

Heidi Strutz is a Series 66-licensed financial advisor at OSAIC with seven years of industry experience. She has worked at firms including Woodbury Financial Services, LPL Financial, and McCash Investment Management. Outside of her advisory role, she is a member of the Kiwanis nonprofit organization in her local community. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base ranging from individual investors to corporations and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Richard K

Series 66

Iron Mountain, MI

Edward Jones

Richard Kinsey is a Series 66 licensed financial advisor with Edward Jones in Iron Mountain, MI, and has eight years of industry experience. Before joining Edward Jones in 2017, he worked in various roles at Town and Country Sales, Riverside Auto Group, and Messersmith Manufacturing Incorporated. Outside of his advisory work, he is involved in tree care and planting at Orchard Vulcan and participates in agricultural labor on a family farm in Crystal Falls, including livestock care and crop planting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates through an extensive network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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