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Edward J. Thiessen
GLOBAL VIEW CAPITAL MANAGEMENT LLC
EDMOND, OK 73034
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CRD#: 1160071
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Professional summary
Edward James Thiessen, CFP®, who also goes by Ed Thiessen, Edward J. Thiessen, is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in Edmond, Oklahoma.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Edward has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ed Thiessen | Edward J. Thiessen
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[1] SOUTHWEST FINANCIAL CONCEPTS, INC.; NOT INVESTMENT RELATED; 2524 NORTH BROADWAY, SUITE 315, EDMOND, OK 73034; NATURE: INSURANCE; POSITION: INSURANCE AGENT AND OWNER; STARTED: 12.08.1988; PRESENT; APPROX. ZERO HRS/MO OUTSIDE TRADING HRS; APPROX. ZERO HRS/MO DURING TRADING HRS; RESPONSIBILITIES: THIS ENTITY WAS A DISTRIBUTOR OF FIXED INSURANCE PRODUCTS BUT IS NOT SOLICITING NEW BUSINESS YET IS STILL RECEIVING RENEWALS AND OVERRIDE REVENUE EARNED FROM ANCILLARY BUSINESS. [2] SOUTHWEST FINANCIAL ADVISORY GROUP, INC.; YES-INVESTMENT RELATED; 2524 NORTH BROADWAY, SUITE 315, EDMOND, OK 73003; NATURE: FINANCIAL SERVICES AND INSURANCE; POSITION: INSURANCE AGENT, OWNER AND SALES REPRESENTATIVE; STARTED: 05.06.1992; APPROX. 120 HRS/MO DURING TRADING HRS; APPROX. 80 HRS/MO OUTSIDE TRADING HRS; RESPONSIBILITIES: THIS IS A DBA FOR FINANCIAL PLANNING SERVICES, MEET WITH CLIENTS, DEVELOP, IMPLEMENT AND MONITOR FINANCIAL PLANS THAT INCLUDE INSURANCE AND INVESTMENTS AND ALSO MANAGE RELATIONSHIPS WITH VENDORS. [3] RESORT RENTAL IN MEXICO; NOT INVESTMENT RELATED; PUEBLO BONITO RESORST IN CABO SAN LUCAS N/A N/A MEXICO; NATURE: RESORT; POSTION: OWNER OF RESORT POINTS; FOR UNITS; APPROX. 2 HRS/MO OUTSIDE TRADING HRS; APPROX. ZERO HRS/MO DURING TRADING HRS; RESPONSIBILITIES: MANAGE USAGE OF RESORT UNITS FOR SELF, FAMILY AND FRIENDS RENTED WITH RESORT POINTS. [4] THOUGHTFUL VALUES; NOT INVESTMENT RELATED; 3005 CARRIAGE PARK LANE, EDMOND, OK 73003; NATURE: RETAIL; POSTION: OWNER AND MEMEBER; STARTED: 05.01.2022; APPROX. 2 HRS/MO OUTSIDE TRADING HRS; APPROX. ZERO HRS/MO DURING TRADING HRS; RESPONSIBILITIES: PURCHASE AND PRICE INVENTORY TO SELL THROUGH AMAZON'S FULLFILLMENT BY AMAZON (FBA) PROGRAM THAT CATERS TO AMAZON PRIME MEMBERS. [5] GLOBAL VIEW CAPITAL ADVISORS, LLC (GVCA), AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC (GVCM); YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: MARKETING FIRM FOR INSURANCE AND ADVISORY SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE: 08.11.2023; APPROX. 10 ADVISORY HRS/MONTH; APPROX. 10 ADVISORY HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC (GVCI) INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. Mr. THIESSEN IS NOT AFFILIATED WITH GVCI AS AN INSURANCE AGENT. [6] STRYDE SAVINGS; NOT INVESTMENT RELATED: ADDRESS: 15173 NORTH ROAD, SUITE 201, FENTON, MI 48430; NATURE: FINANCIAL SERVICES FOCUSED ON HELPING BUSINESSES REDUCE EXPENSES AND FIND FEDERAL TAX INCENTIVES; POSITION: REFERRAL AFFILIATE; STARTED: 10.20.2025; APPOX. 3 HRS/MO DURING TRADING HOURS; APPROX. 5 HRS/MO OUTSIDE TRADING HOURS: RESPONSIBILITIES: REFER PEOPLE AND BUSINESSES TO STRYDE THAT USES PROPIETARY SOFTWARE TO UNCOVER EXPENSE REDUCTIONS AND SPECIALIZED TAX INCENTIVES (LOCAL, STATE AND FEDERAL) TO RECEIVE A REFERRAL FEE FROM STRYDE.
CRS (Client Relationship Summary) - RIA
Click below to view Edward James Thiessen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1990
Experience
Current
September 25, 2023 - Present
GLOBAL VIEW CAPITAL MANAGEMENT LLC
Office #1: 2524 North Broadway Suite 315, Edmond, OK 73034RIA
CRD#: 158292
EDMOND, OK
Past
November 21, 2012 - September 28, 2023
ONEAMERICA SECURITIES, INC.
RIA
CRD#: 4173
Edmond, OK
Past
November 21, 2012 - September 28, 2023
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
Edmond, OK
Past
March 15, 1996 - December 19, 2012
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
EDMOND, OK
Past
September 27, 1994 - December 19, 2012
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
EDMOND, OK
Past
May 22, 1992 - November 2, 1994
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAVISTA, NE
Past
February 5, 1991 - May 28, 1992
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
BIRMINGHAM, AL
Past
November 27, 1990 - February 11, 1991
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Past
March 6, 1987 - December 5, 1990
TRANSAMERICA SECURITIES SALES CORPORATION
BD
CRD#: 17970
LOS ANGELES, CA
Past
May 16, 1985 - December 5, 1990
TRANSAMERICA FINANCIAL ADVISORS, INC.
BD
CRD#: 3600
LOS ANGELES, CA
Past
July 21, 1983 - April 29, 1985
CADARET, GRANT & CO., INC.
BD
CRD#: 10641
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GV
GLOBAL VIEW CAPITAL MANAGEMENT LLC
GLOBAL CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292 / SEC#: 801-72887
RIA
Registered Investment Advisory firm - (12/8/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oklahoma(9/25/2023)
IAR
Texas(9/25/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
GV
GLOBAL VIEW CAPITAL MANAGEMENT LLC
GLOBAL CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292 / SEC#: 801-72887
RIA
Registered Investment Advisory firm - (12/8/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188
Mailing Address
Phone number
(262) 650-1030
Established
Firm type
Fiscal year end
# of Employees
102
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,570 |
| AUM (Assets Under Management) | $ 707,976,833 |
Red Flags
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Company Information
GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292Edmond, OK 73034TRUST BUT VERIFY
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