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Anatole Trent Kamentz

Global View Capital Management LLC

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About Anatole Trent Kamentz

Anatole Kamentz is an investment advisor representative at Global View Capital Management LLC, which is based in Waukesha, WI. Anatole has been in the industry since 1988 and has worked for a number of firms, including PURSHE KAPLAN STERLING INVESTMENTS, THE STRATEGIC FINANCIAL ALLIANCE, INC., H. BECK, INC., and LPL FINANCIAL CORPORATION. Anatole is registered in Texas and Wisconsin.

Firm Information

Anatole Kamentz is currently registered with Global View Capital Management LLC. Global View Capital Management LLC is an investment advisory firm based in Waukesha, WI. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They also act as sub-advisers to other advisors and provide advice to participants of 401(k), 403(b), 457, and Simple retirement plans. The firm manages approximately $593,801,273 in assets for 6,508 clients. Global View Capital Management LLC is registered with the Securities and Exchange Commission (SEC).
Global View Capital Management LLC

N14 W23833 STONE RIDGE DR - SUITE 350

WAUKESHA, WI 53188

$593.80M

Assets Under Management

Not reported

Total Clients

89

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans

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

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning

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Anatole Kamentz’s Registration & Firm History

WI

01/02/2014 - Present

Global View Capital Management LLC (WAUKESHA WI)

WI

01/14/2014 - 05/30/2015

PURSHE KAPLAN STERLING INVESTMENTS (MINOCQUA WI)

WI

07/10/2012 - 12/31/2013

THE STRATEGIC FINANCIAL ALLIANCE, INC. (WOODRUFF WI)

WI

08/13/2010 - 12/31/2010

H. BECK, INC. (WOODRUFF WI)

WI

09/08/2009 - 02/16/2010

LPL FINANCIAL CORPORATION (WOODRUFF WI)

WI

09/10/2002 - 09/08/2009

WATERSTONE FINANCIAL GROUP, INC. (WOODRUFF WI)

MO

01/30/1992 - 09/11/2002

FFP SECURITIES, INC. (CHESTERFIELD MO)

IL

06/24/1991 - 02/04/1992

FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)

NJ

05/25/1990 - 04/24/1991

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

05/25/1990 - 04/24/1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

MO

10/02/1989 - 05/16/1990

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NJ

08/03/1988 - 10/10/1989

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

08/03/1988 - 10/10/1989

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BC

Issued 07/20/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/30/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/1989

Series 7 - General Securities Representative Examination

BC

Issued 07/15/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anatole Trent Kamentz.
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