Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Dittmann is a financial professional with Global View Capital Management LLC. Mark has been in the industry for over three years, helping individuals and businesses build their financial futures. Mark focuses on providing financial planning and investment advice, with a special emphasis on retirement planning. Prior to joining Global View Capital Management LLC, Mark worked at Cambridge Investment Research, Inc. and Harley-Davidson Motor Company. Mark holds the Series 63, 65 and SIE licenses, demonstrating his commitment to professional excellence.
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
04/26/2023 - Present
Global View Capital Management LLC (WAUKESHA WI)
WI
06/13/2020 - 03/29/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Wausau WI)
IA
Issued 06/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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