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Chadwick A
Series 63, Series 65
Waukesha, WI
Global View Capital Management LLC
Chadwick Albano is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been associated with multiple related entities, including Global View Capital Advisors, LLC and Global View Capital Insurance Services, LLC, since 2010. His prior work experience includes over a decade at Robert Half International - Accountemps. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a technical and quantitative investment approach driven by proprietary algorithmic research, offering a range of managed account programs and platform options.
Dean F
Series 63, Series 65
Waukesha, WI
Global View Capital Management LLC
Dean Fliss is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Global View since 2014 and also has a longstanding affiliation with Purshe Kaplan Sterling Investments. Outside of his advisory roles, he owns Fliss Enterprises. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans, utilizing primarily technical and quantitative methods supported by an in-house research platform.
Lawrence P
Series 63, Series 65
Waukesha, WI
Global View Capital Management LLC
Lawrence Peterson is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Global View Capital Management since 2014 and has additional involvement with Global View Capital Advisors and Global View Capital Insurance Services. Outside of his advisory role, he is listed as a beneficiary on an Amway retail products account linked to his spouse, maintained for succession purposes only. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs technical and quantitative methods, supported by an in-house algorithmic research platform, to manage investments and offers a variety of programs including personalized managed accounts and a low-cost ETF-only option.
Barry A
Series 63, Series 66
Waukesha, WI
Global View Capital Management LLC
Barry Arnold is a financial advisor at Global View Capital Management LLC with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Global View Capital and its affiliates since 2017, following a one-year tenure at Thrivent Financial. Arnold serves as president of the National Association of Active Investment Managers (NAAIM) and is a member of the AXO Client Advisory Board. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm uses quantitative and technical methods, supported by an in-house research platform, to manage strategies aligned with client risk profiles and objectives.
Jeffrey B
Series 63, Series 66
Waukesha, WI
Global View Capital Management LLC
Jeffrey Butler is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at Nextstep Financial Wellness, LLC and Fortune Financial Services, Inc. Outside of advising, he is involved in managing operations for Butler Tree and Land LLC. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm uses a suitability questionnaire and primarily relies on technical and quantitative methods to guide investment selection, supported by its proprietary algorithmic research platform.
Philip S
Series 65
Waukesha, WI
Global View Capital Management LLC
Philip Schweik is a financial advisor at Global View Capital Management LLC with eight years of industry experience. He holds a Series 65 credential and has been associated with various Global View Capital entities since 2015. Outside of his advisory work, Schweik owns and operates Hooksetters, a guided fishing service. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm uses algorithmic, technical, and quantitative methods to manage strategies based on client risk profiles and objectives.
Derek K
Series 63, Series 65
Waukesha, WI
Global View Capital Management LLC
Derek Kohn is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes roles at Midland National and Ergo Bank, in addition to his long-standing association with Global View Capital entities since 2010. He serves as treasurer for the American Legion Post #395, a nonprofit military veterans organization. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a model-based investment approach using technical and quantitative methods, supported by its proprietary research platform, and offers various managed account programs including a low-cost, ETF-only option.
Monica T
Series 63, Series 65
Waukesha, WI
Global View Capital Management LLC
Monica Tennie is a financial advisor at Global View Capital Management LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with several Global View affiliates since 2010. Outside of her advisory role, Tennie owns a bed and breakfast and is involved in marketing and selling Medicare and health insurance plans. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a technology-driven approach using algorithmic research and quantitative methods to manage investments according to risk profiles and specific objectives.
Dennis B
Series 63, Series 65
Waukesha, WI
Global View Capital Management LLC
Dennis Bureta is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has managed accounting and tax preparation services as a certified public accountant since 1989. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach based on technical and quantitative research, supported by an in-house research arm that delivers daily rankings and buy/sell alerts.
Alexander F
Series 65
Waukesha, WI
Global View Capital Management LLC
Alexander Fons is a financial advisor at Global View Capital Management LLC with six years of industry experience. He holds a Series 65 credential and previously worked at PricewaterhouseCoopers and US Bank. Outside of advisory work, he is a member of Eagle Home Solutions, LLC, a real estate business. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm uses a quantitative and technical investment approach supported by its proprietary research platform and offers a range of managed account solutions including SMAs and ETF-only options.
Christina L
Series 65
Waukesha, WI
Global View Capital Management LLC
Christina Lopes Serrao is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and four years of industry experience. Her career includes roles at multiple related entities within the Global View Capital group and prior work at Reiersen Financial. She also serves as an insurance agent marketing life, long-term care, disability insurance products, and fixed annuities. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, technical approach to investment selection supported by its proprietary research platform and offers a variety of managed account options.
Dina F
Series 63, Series 65
Waukesha, WI
Global View Capital Management LLC
Dina Fliss is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with the Global View Capital affiliates since 2010-2011 in various roles, including president and investment adviser representative. Outside of her advisory work, she serves on the National Association of Active Investment Managers board and participates on advisory boards such as Guggenheim-Rydex. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans, utilizing a quantitative approach based on technical signals and algorithmic research. The firm offers a Personalized Managed Account Program with multiple investment options, alongside a low-cost, ETF-only platform and held-away account management services.
Mark D
Series 63, Series 65
Waukesha, WI
Global View Capital Management LLC
Mark Dittmann is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Global View Capital, he worked at Cambridge Investment Research and spent nearly two decades at Harley-Davidson Motor Company. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans, using a quantitative and technical investment approach supported by an in-house algorithmic research platform.
Anatole K
Series 63
Waukesha, WI
Global View Capital Management LLC
Anatole Kamentz is a financial advisor with Global View Capital Management LLC, holding a Series 63 designation and bringing 31 years of industry experience. He has been associated with Global View Capital Advisors and related entities since 2013. In addition to his advisory work, he owns and operates Jana's Tax Service, providing tax preparation and planning for individuals and businesses. Global View Capital Management offers discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a suitability questionnaire to determine risk profiles and uses technical and quantitative methods to manage strategies, supported by its proprietary research platform.
Nicholas A
Series 65
Waukesha, WI
Global View Capital Management LLC
Nicholas Abt is a Series 65 licensed advisor with Global View Capital Management LLC, bringing four years of industry experience. He has worked at Global View Capital Management and its affiliate Global View Capital Advisors since 2022, and also holds a long-term position as a system analyst at Fidelity Information Services. Outside of his advisory role, he serves as treasurer for Ozaukee Lodge #17, a fraternal organization. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach, using proprietary algorithmic research to guide model strategies aligned with clients’ risk profiles and time horizons.
Randy D
Series 63, Series 65
Waukesha, WI
Global View Capital Management LLC
Randy Derbick is a financial advisor at Global View Capital Management LLC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Purshe Kaplan Sterling Investments. He is also the owner of Derbick Enterprises, LLC. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm utilizes a technical and quantitative investment approach supported by an in-house research platform and offers a range of managed account programs and platform integrations.
Megan B
Series 65, Series 63
Waukesha, WI
Global View Capital Management LLC
Megan Behnke is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 credentials and three years of industry experience. She is also involved with several related affiliates of Global View Capital, including insurance services and advisory marketing. Outside of her advisory work, she serves as treasurer for a local elementary school Parent Teacher Organization. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans, utilizing a model-driven approach based on technical and quantitative methods. The firm also operates a proprietary research platform that supports its investment strategies and offers a range of managed account options.
James H
Series 63, Series 65
Waukesha, WI
Global View Capital Management LLC
James Hamer is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Global View Capital Management since 2014 and previously at Purshe Kaplan Sterling Investments. In addition to advisory work, he is involved with Global View Capital Insurance Services, where he sells life, long-term care, and disability insurance as well as fixed annuities. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a technical and quantitative investment approach supported by an in-house research platform and offers a variety of managed account options including sub-advisory and ETF-focused programs.
Mark S
Series 65
Waukesha, WI
Global View Capital Management LLC
Mark Shininger is a financial advisor at Global View Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Donohue & Associates and the University of Wisconsin system. Outside of finance, Shininger works as a project engineer at Kohler Company and operates a YouTube channel where he creates, scripts, films, and edits videos related to building projects. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm uses a quantitative, algorithm-driven approach focused on momentum and trend-following signals, offering multiple investment options including SMAs, mutual funds, ETFs, and a low-cost ETF-only program.
Marcella N
Series 63, Series 65
Waukesha, WI
Global View Capital Management LLC
Marcella Nemke is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. She has been with Global View Capital Management since 2014 and has extensive experience in insurance services and financial marketing. Nemke serves as a finance council member for St. Florian Catholic Church, where she reviews financial activities and assists in preparing financial reports. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, technical investment approach supported by its proprietary research platform and offers various managed account options, including personalized models and low-cost ETF portfolios.
Darren M
Series 63, Series 65
Waukesha, WI
Global View Capital Management LLC
Darren Mueller is a financial advisor at Global View Capital Management LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Global View Capital Management since 2014. He also works as an insurance agent with Global View Capital Insurance Services, selling life, long-term care, disability insurance, and fixed annuities. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach using technical and quantitative methods, supported by its proprietary research platform, and offers a range of managed account options including personalized and ETF-only strategies.
Karen D
Series 63, Series 65
Waukesha, WI
Global View Capital Management LLC
Karen Danczyk is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Global View Capital since 2013 and also operates Danczyk Design & Builders, LLC, a general contracting business focused on residential and commercial construction. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative investment approach utilizing algorithmic research to manage portfolios across various strategies, including separately managed accounts and ETF-only options.
Jonathan R
Series 66
Waukesha, WI
Global View Capital Management LLC
Jonathan Riesch is a financial advisor with Global View Capital Management LLC, holding a Series 66 credential and four years of industry experience. His career includes roles at Fidelity Investments, Equitable Advisors, and State Bank of the Lakes. Riesch also serves as co-trustee of a family farm. Global View Capital Management provides discretionary investment management and financial planning for individuals, trusts, corporations, and employer-sponsored retirement plans. The firm uses a suitability questionnaire and algorithmic research, emphasizing technical and quantitative investment methods, including momentum and trend-following strategies.
Debra S
Series 63, Series 65
Waukesha, WI
Global View Capital Management LLC
Debra Selle is a financial advisor at Global View Capital Management LLC with 28 years of industry experience. She holds the Series 63 and Series 65 designations and has been affiliated with Global View Capital entities since 2010, including roles with Purshe Kaplan Sterling Investments since 2015. Selle also serves as Chief Operations Officer at Global View Capital Advisors and is involved in marketing and sales of fixed insurance products. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach using algorithmic research and offers a variety of managed account programs, including SMAs and ETF-only options.
Tracy R
Series 63, Series 65
Waukesha, WI
Global View Capital Management LLC
Tracy Reierson is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 registrations and bringing 22 years of industry experience. She has worked at several firms including Principal Life Insurance Company and True North Advisors of WI. Reierson also serves as president of a separate business entity, Reierson Financial, LLC, which manages business sales for tax purposes. 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 based on technical signals and offers multiple program options, including a personalized managed account platform and ETF-only strategies.
Stephan W
Series 63, Series 65
Waukesha, WI
Global View Capital Management LLC
Stephan Weidman is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with various entities within the Global View Capital group since 2010 and has prior involvement with the Boy Scouts of America. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans, employing a model-driven investment approach based on technical and quantitative methods. The firm offers a range of managed account options and operates an in-house research platform that supports its investment strategies.
Michael T
Series 63, Series 65
Waukesha, WI
Global View Capital Management LLC
Michael Tilley is a financial advisor at Global View Capital Management LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Purshe Kaplan Sterling Investments and various Global View Capital affiliates since 2010. In addition to his advisory roles, he operates a tax preparation and planning business as a CPA. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a technical and quantitative investment approach based on algorithmic research and offers multiple program options, including sub-advisory services and a low-cost ETF-only platform.
Debbie K
Series 65
Waukesha, WI
Global View Capital Management LLC
Debbie Keaton is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding a Series 65 designation and 12 years of industry experience. Her work history includes roles at Global View Capital entities since 2013 and non-investment roles at Froedtert & Medical College of Wisconsin beginning in 2016. From 2010 to 2018, she managed a cleaning services business. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative and technical investment approach, utilizing an algorithmic research platform to manage strategies aligned with client risk profiles and objectives.
Michael F
Series 63, Series 65
Waukesha, WI
Global View Capital Management LLC
Michael Feeney is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at R & R Group, Ele Wealth Advisors, and other firms, alongside ongoing involvement in real estate property management through Adele & Mike Property Management, LLC. He also works as a substitute teacher within the Ogden City Schools district. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative and technical investment approach, utilizing an algorithmic research platform to guide portfolio decisions across a range of products including SMAs, mutual funds, ETFs, and third-party manager options.
Joel P
Series 63, Series 65
Waukesha, WI
Global View Capital Management LLC
Joel Paetznick is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with Global View Capital Management and its related entities since 2010 and also works as a call center customer service representative at Convergys Corporation. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans, using algorithmic research and quantitative methods to manage strategies aligned with client risk profiles and objectives. The firm offers various managed account programs, including a low-cost ETF-only option, and owns a proprietary research arm that generates daily investment rankings and alerts.
Germaine M
Series 63, Series 65
Waukesha, WI
Global View Capital Management LLC
Germaine Meverden is a financial advisor at Global View Capital Management LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Global View Capital Management since 2014. In addition to her advisory role, she is involved in offering fixed insurance products and serves as an executive director at Experior Financial Group, expanding fixed insurance options for her clients. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm uses a quantitative and technical investment approach supported by an algorithmic research platform and offers multiple program options including SMA, mutual funds, ETFs, and held-away account management.
Timothy S
Series 63, Series 65
Waukesha, WI
Global View Capital Management LLC
Timothy Schwister is a financial advisor at Global View Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including New York Life Securities and American National Insurance Company. Outside of advisory work, Schwister is involved with The Wisconsin Alliance for Civic Trust as a regional director volunteer and leads The Schwister Group, an investment signal provider. Global View Capital Management offers discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, model-based investment approach using technical indicators and owns its research platform that produces daily rankings and buy/sell alerts for their strategies.
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