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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 a financial advisor for over 30 years and has experience in a variety of areas, including investment advisory services, insurance, and financial planning. Michael specializes in providing financial advice to high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Michael is also a sub-adviser to other advisors and provides advice to participants of 401(k), 403(b), 457, and SIMPLE retirement plans. Michael is registered with the state of Texas and Nebraska as an Investment Advisor.

Firm Information

Michael Murphy is currently registered with Global View Capital Management LLC. GLOBAL VIEW CAPITAL MANAGEMENT LLC is a registered investment advisor headquartered in Waukesha, Wisconsin. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and participants of 401(k), 403(b), 457, and SIMPLE retirement plans. They also serve as sub-advisers to other advisors. The firm manages approximately $593,801,273 in assets for 6,508 clients. They participate in wrap fee programs.

$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 8/12/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 7/24/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 9/2/2021

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 6/29/2021

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

BC

Issued 7/13/2020

SIE - Securities Industry Essentials Examination

BC

Issued 12/7/1994

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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