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Richard Jefferson Weihing

Global View Capital Management LLC

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About Richard Jefferson Weihing

Richard Jefferson Weihing is an investment advisor representative at Global View Capital Management LLC. Richard is a financial planner with over 30 years of experience in the financial services industry. Richard holds the Series 7 and Series 63 securities licenses. Prior to joining Global View Capital Management LLC, Richard was affiliated with Ameriprise Financial Services, Inc. and Efficent Plan LLC. Richard's specializations include investment advisory services, financial planning, and retirement planning.

Firm Information

Richard Weihing 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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Richard Weihing’s Registration & Firm History

WI

01/09/2023 - Present

Global View Capital Management LLC (WAUKESHA WI)

LA

04/24/1990 - 08/07/2018

AMERIPRISE FINANCIAL SERVICES, INC. (MANDEVILLE LA)

MN

04/24/1990 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 12/27/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/07/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Richard Jefferson Weihing. Review regulatory record here.
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