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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Edward Paetznick is a financial professional who is registered as an Investment Advisor Representative in Wisconsin. Joel Edward Paetznick is currently employed with Global View Capital Management LLC, which is an investment firm with its main office in Waukesha, Wisconsin. Joel Edward Paetznick is a licensed representative for Global View Capital Insurance Services, LLC which is an insurance firm affiliated with Global View Capital Management. Joel Edward Paetznick also works as an Independent Contractor for Global View Capital Advisors, LLC, a marketing firm affiliated with Global View Capital Management. Prior to working with Global View Capital Management, Joel Edward Paetznick was employed with PURSHE KAPLAN STERLING INVESTMENTS and The Strategic Financial Alliance, Inc.. Joel Edward Paetznick has a Series 63, Series 65 and Series 6 registrations. Joel Edward Paetznick also has a Securities Industry Essentials (SIE) license. Joel Edward Paetznick's firm is registered with the Securities and Exchange Commission (SEC). Global View Capital Management LLC provides financial planning, portfolio management for individuals, selection of other advisors, and sub-advisory to other advisors. Global View Capital Management LLC has clients that include high-net-worth individuals, corporations, and pension plans. Global View Capital Management LLC is a fee-based advisory firm that charges a percentage of assets under management.
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 (WAUKESHA WI)
WI
01/02/2014 - 05/08/2015
PURSHE KAPLAN STERLING INVESTMENTS (SCHOFIELD WI)
WI
11/03/2010 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (SCHOFIELD WI)
WI
07/14/2009 - 11/01/2010
WORLD GROUP SECURITIES, INC. (WAUSAU WI)
BC
Issued 09/09/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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