Unclaimed
Timothy Noordyk is a financial advisor associated with Global View Capital Management LLC. Timothy has been in the financial industry for over 17 years and is a licensed insurance agent in addition to his investment advisor role. Timothy holds the Series 6, Series 63, and Series 65 licenses. Timothy has experience working with high-net-worth individuals, corporations, and retirement plans. Timothy specializes in financial planning, investment management, and sub-advisory services.
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
WI
01/04/2014 - Present
Global View Capital Management LLC (WAUKESHA WI)
WI
01/03/2014 - 05/28/2015
PURSHE KAPLAN STERLING INVESTMENTS (WAUKESHA WI)
WI
11/03/2010 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (WAUKESHA WI)
WI
03/08/2004 - 11/01/2010
WORLD GROUP SECURITIES, INC. (WAUKESHA WI)
IA
Issued 01/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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