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Zachary R

Series 63, Series 65

Billings, MT

Global View Capital Management LLC

Zachary Rohrer is a financial advisor with Global View Capital Management LLC in Billings, MT, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at multiple affiliated firms within the Global View Capital group since 2015 and serves as a committee member providing compliance and audit guidance at Valley Credit Union. Additionally, Rohrer has accounting experience at KC & Company, PC. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm emphasizes technical and quantitative analysis applied to ETFs and mutual funds, managing portfolios according to model objectives with proprietary research and execution capabilities.

Passive / index investing Retirement plans for business owners (SEP, solo 401k)
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