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Mike T Greiner

Global View Capital Management LLC

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About Mike T Greiner

Mike Greiner is a financial advisor with Global View Capital Management LLC. Mike has been in the industry since 2001 and has a wide range of experience in financial planning and investment management. Mike is also a registered representative with the state of Texas. Mike is dedicated to helping clients achieve their financial goals.

Firm Information

Mike Greiner 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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Mike Greiner’s Registration & Firm History

TX

12/14/2023 - Present

Global View Capital Management LLC (IRVING TX)

TX

01/06/2012 - 08/08/2017

TRANSAMERICA FINANCIAL ADVISORS, INC (PLANO TX)

TX

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (PLANO TX)

GA

04/11/2001 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 02/08/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/12/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Mike T Greiner. Review regulatory record here.
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