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Marvin Jay Overman

Global View Capital Management LLC

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About Marvin Jay Overman

Marvin Overman is an investment advisor representative with Global View Capital Management LLC. Marvin has over 30 years of experience in the financial services industry, having previously worked with PFS Investments Inc. in Duluth, Georgia. Marvin is registered in Nebraska to provide investment advisory services.

Firm Information

Marvin Overman 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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Marvin Overman’s Registration & Firm History

WI

10/25/2017 - Present

Global View Capital Management LLC (WAUKESHA WI)

GA

10/21/1988 - 11/25/1996

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 10/25/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/20/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/1992

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/20/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marvin Jay Overman.
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