Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Kohn is a financial advisor registered with Global View Capital Management LLC. Derek is a registered Investment Advisor Representative in Texas and Wisconsin. Derek is also an insurance agent with Global View Capital Insurance Services, LLC, an affiliate of Global View Capital Advisors, LLC. Derek works as a Loan Officer at Ergo Bank F/K/A Farmers State Bank. Derek has been a financial advisor since 2010.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning
1
2
WI
01/02/2014 - Present
Global View Capital Management LLC (WAWAUTOSA WI)
WI
01/02/2014 - 04/30/2015
PURSHE KAPLAN STERLING INVESTMENTS (WAUKESHA WI)
WI
11/17/2010 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (WAUKESHA WI)
GA
04/12/2002 - 11/10/2010
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
01/28/2002 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 01/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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