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Philip Anthony Schweik

Global View Capital Management LLC

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About Philip Anthony Schweik

Philip Schweik is an Investment Advisor Representative at Global View Capital Management LLC. Philip has been in the industry since 2015. His expertise is in financial planning, retirement planning, and insurance. Philip earned the Series 65 license on 9/21/2017. Philip has experience as an Insurance Agent for Global View Capital Insurance Services, LLC and Experior Financial Group, Inc. Philip is also a fishing guide service owner. Global View Capital Management LLC is an investment advisory firm located in Waukesha, WI. The firm has been in business since 2015. They offer financial planning and portfolio management services to individuals and retirement plans. They do not offer any market timing or educational seminars. Global View Capital Management LLC's assets under management are approximately $593,801,273.

Firm Information

Philip Schweik 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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Philip Schweik’s Registration & Firm History

WI

01/01/2025 - Present

Global View Capital Management LLC (WAUKESHA WI)

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Licenses & Designations

IA

Issued 09/21/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Anthony Schweik.
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