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Michael Todd Murphy

Global View Capital Management LLC

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About Michael Todd Murphy

Michael Murphy is a financial advisor with Global View Capital Management LLC. Michael has been in the financial services industry for over 20 years, with experience in both the brokerage and advisory sectors. Michael has a Series 6, Series 63, Series 65, and Series 26 licenses, as well as the SIE exam. Michael has also worked with PFS Investments Inc. and New England Securities. Michael specializes in providing financial advice to individuals and businesses and is committed to providing his clients with the highest level of service and expertise. Michael is a member of the Global View Capital Management LLC team and provides financial advice to clients in Texas and Nebraska.

Firm Information

Michael Murphy 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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Michael Murphy’s Registration & Firm History

TX

07/08/2024 - Present

Global View Capital Management LLC (CANYON TX)

TX

06/29/2021 - 12/31/2022

PFS INVESTMENTS INC. (LUBBOCK TX)

NY

12/08/1994 - 06/27/1996

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/12/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/02/2021

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/29/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/13/2020

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Todd Murphy.
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