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Jonathan M. Riesch

Global View Capital Management LLC

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About Jonathan M. Riesch

Jonathan M. Riesch is a financial advisor with Global View Capital Management LLC. Jonathan has a background in finance and has held previous roles at Fidelity Brokerage Services LLC and Equitable Advisors, LLC. Jonathan is registered as an Investment Advisor Representative in Wisconsin. Jonathan holds the Series 66, Series 7TO, and SIE exams. Jonathan focuses on providing financial planning and investment advisory services to individuals and businesses.

Firm Information

Jonathan Riesch 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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Jonathan Riesch’s Registration & Firm History

WI

06/03/2024 - Present

Global View Capital Management LLC (WAUKESHA WI)

RI

09/30/2022 - 03/26/2024

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

WI

09/17/2021 - 09/06/2022

EQUITABLE ADVISORS, LLC (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 11/10/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/13/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan M. Riesch.
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