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John Douglas Cox

Advisor at Global View Capital Management LLC — Marinette, WI

Updated today

Credentials

Series 65, Series 63

Experience

1 year

Location

Marinette, WI

Global View Capital Management LLC logo

Global View Capital Management LLC

Multi-team

Total advisors

103

Across 51 offices

Clients per advisor

37 Low

Avg AUM per client

$202,520 Very Low

HNW client ratio

3% Very Low

About

John Cox is a financial advisor at Global View Capital Management LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at firms including PFS Investments, Primerica Financial Services, and Modern Woodmen of America. Outside of finance, he owns and operates C&M Power Washing LLC. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach supported by proprietary algorithmic research and offers a range of managed account programs as well as a low-cost ETF-only option.

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

Marinette, WI

Marinette WI

Advisors at this office

1

Most active in

Wisconsin

Work history

1 year of industry experience

Global View Capital Management, LLC

2026 - Present • 1 year

Waukesha, WI

Global View Capital Advisors, LLC

2026 - Present • 1 year

Waukesha, WI

MWA Financial Services, Inc.

2026 - 2026 • 1 year

Rock Isl;and, IL

Modern Woodmen Of America

2026 - 2026 • 1 year

Rock Island, IL

PFS Investments, Inc.

2024 - 2026 • 2 years

Green Bay, WI

Primerica Financial services

2024 - 2026 • 2 years

Grenn Bay, WI

Ferrell Gas

2022 - 2023 • 1 year

Marinette, WI

C&M Power Washing LLC

2021 - Present • 5 years

Marinette, WI

Marinette County Highway Department

2020 - 2021 • 1 year

Marinette, WI

Pickerel Fire & Rescue Squad

2019 - 2020 • 1 year

Pickerel, WI

Krueger & Steinfest Inc

2019 - 2020 • 1 year

Antigo, WI

Negaunee Fire Department

2011 - 2019 • 8 years

Negaunee, MI

Marquette County Health Department

2010 - 2019 • 9 years

Negaunee, MI

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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David J

Series 63, Series 65

Menominee, MI

D & G Advisory Group, L.L.C.

David Jones is a financial advisor at D & G Advisory Group, L.L.C. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at FSC Securities Corporation and Osaic Wealth, Inc. prior to his current role. D & G Advisory Group serves individual and high-net-worth clients, as well as retirement accounts, trusts, estates, charitable organizations, and corporations. The firm offers investment account management and comprehensive financial planning services, employing a long-term, value-oriented investment approach with actively managed portfolios across various asset classes.

Annuities College savings (529s, UTMA, etc.) Long-term care insurance Retirement income strategy
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Gail J

Series 65

Menominee, MI

D & G Advisory Group, L.L.C.

Gail Jones is a financial advisor at D & G Advisory Group, L.L.C. with five years of industry experience. She holds a Series 65 designation and has been with D & G Advisory since 2011. D & G Advisory Group serves individual and high-net-worth clients as well as retirement accounts, trusts, estates, charitable organizations, and corporations. The firm offers investment management and comprehensive financial planning, employing a long-term, value-oriented investment approach with active portfolio management and regular reviews.

Annuities College savings (529s, UTMA, etc.) Long-term care insurance Retirement income strategy
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Jason S

Series 65

Marinette, WI

Nicolet Wealth Management

Jason Smerchek is a financial advisor with Nicolet Wealth Management in Marinette, WI, holding a Series 65 credential and eight years of industry experience. He has been with Nicolet Advisory Services since 2018 and previously worked at Nicolet National Bank for 12 years. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s approach includes drafting and reviewing investment policy statements, ongoing investment monitoring, benchmarking, and participant education, supported by an internal investment research team and oversight committee.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Taylor D

Series 66

Marinette, WI

Ausdal Financial Partners, Inc.

Taylor Doemel is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and OSAIC. Outside of financial services, Doemel is involved as a funeral director at Hansen-Onion-Martell Funeral Home and serves as treasurer for the Peshtigo Lions Club. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across multiple asset classes.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Jason J

Series 66

Peshtigo, WI

Packerland Brokerage Services, Inc.

Jason Jacobson is a financial advisor at Packerland Brokerage Services, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Associated Investment Services, Inc. and Thrivent Financial for Lutherans. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through a range of managed portfolios and fee-based programs on the Hilltop/Envestnet platform, combining individualized financial planning with discretionary or non-discretionary account management.

Retirement income strategy Options & derivatives strategies Wealth management
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Vincent B

Series 66

Menominee, MI

Gateway Wealth Partners, LLC

Vincent Baron is a financial advisor at Gateway Wealth Partners, LLC with a Series 66 designation and 10 years of industry experience. He previously worked at LPL Financial LLC and Ameriprise Financial Services, Inc. Outside of his advisory role, he is active as a guitarist and band manager. Gateway Wealth Partners serves individuals, corporations, and retirement plans by offering financial planning, consulting, and wealth management services. The firm employs a diversified investment approach utilizing low-cost mutual funds and ETFs, complemented by individual securities and independent managers.

Retirement plans for business owners (SEP, solo 401k)
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