Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Gudmundson is a registered Investment Advisor Representative in Idaho. Steven is affiliated with Global View Capital Management LLC which is headquartered in Waukesha, Wisconsin. Steven has been in the securities industry since February 2015. Steven's primary role is to provide financial planning and investment advice. Steven is also an insurance agent for Global View Capital Insurance Services, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning
1
2
ID
10/03/2017 - Present
Global View Capital Management LLC (IDAHO FALLS ID)
IA
Issued 09/25/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Steven Gudmundson is the right advisor for you? Invested Better is here to help.
