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Kelly Ann Shanahan

Global View Capital Management LLC

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About Kelly Ann Shanahan

Kelly Ann Shanahan is a financial advisor with Global View Capital Management LLC. Kelly has been in the industry since 2013 and has experience with financial planning, insurance and retirement plans. Previously, Kelly was an insurance agent with Experior Financial Group, Inc. and Transamerica Financial Advisors, Inc. Kelly is licensed in New Hampshire, Texas and Vermont.

Firm Information

Kelly Shanahan 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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Kelly Shanahan’s Registration & Firm History

WI

01/05/2024 - Present

Global View Capital Management LLC (WAUKESHA WI)

MA

09/26/2014 - 08/12/2019

PURSHE KAPLAN STERLING INVESTMENTS (Hull MA)

MA

06/06/2013 - 10/06/2014

TRANSAMERICA FINANCIAL ADVISORS, INC (HULL MA)

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Licenses & Designations

BOTH

Issued 08/28/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Ann Shanahan.
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