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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Butler is a financial advisor with over 30 years of experience in the industry. He is currently a Supervisory Principal at Global View Capital Management LLC, which is based in Waukesha, WI. Jeffrey is also an Insurance Agent for Global View Capital Insurance Services, LLC. Jeffrey is a Registered Representative and Investment Advisor Representative with several different registrations. Jeffrey specializes in investment management, financial planning, and retirement planning. He also specializes in insurance services, including life, long-term care, and disability insurance. Jeffrey is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
05/10/2018 - Present
Global View Capital Management LLC (WAUKESHA WI)
WI
07/09/2015 - 12/31/2016
FORTUNE FINANCIAL SERVICES, INC. (Kewaskum WI)
WI
03/21/2012 - 05/30/2015
CONCORDE INVESTMENT SERVICES, LLC (KEWASKUM WI)
WI
01/10/2011 - 03/27/2012
STERNE AGEE FINANCIAL SERVICES, INC. (KEWASKUM WI)
WI
07/15/2009 - 08/24/2010
CEDAR CREEK SECURITIES, INC. (MILWAUKEE WI)
WI
10/24/2005 - 12/02/2008
UVEST FINANCIAL SERVICES GROUP, INC. (KEWASKUM WI)
WI
01/01/2004 - 11/09/2005
ING FINANCIAL PARTNERS, INC. (PORT WASHINGTON WI)
IA
01/10/1994 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
07/30/1993 - 01/04/1994
MONY SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 03/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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