linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Dennis James Bureta

Global View Capital Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dennis? Claim Your Profile

About Dennis James Bureta

Dennis Bureta is a registered investment advisor representative with Global View Capital Management LLC. Dennis Bureta has been in the financial services industry since 2007. Dennis Bureta is a Certified Public Accountant and holds Series 6, 63 and 65 licenses. Dennis Bureta provides financial planning and investment advisory services to individuals, corporations, and retirement plans. Dennis Bureta is also an insurance agent and provides insurance services through Global View Capital Insurance Services, LLC.

Firm Information

Dennis Bureta 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Financial planning

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dennis Bureta’s Registration & Firm History

WI

05/29/2024 - Present

Global View Capital Management LLC (WAUKESHA WI)

WI

11/05/2010 - 12/31/2013

THE STRATEGIC FINANCIAL ALLIANCE, INC. (WAUKESHA WI)

WI

06/04/2007 - 11/05/2010

WORLD GROUP SECURITIES, INC. (WAUKESHA WI)

Not sure if Dennis James Bureta is right for you?

Licenses & Designations

IA

Issued 10/27/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/19/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dennis James Bureta.
Not sure if Dennis James Bureta is right for you?