MO
Marvin J. Overman
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RALSTON, NE
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CRD#: 1890915
MO
Professional summary
Marvin Jay Overman, who also goes by Marv Overman, Marvin J. Overman, Marvin Overman, is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in Ralston, Nebraska.
Marvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Marvin has worked at 2 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marv Overman | Marvin J. Overman | Marvin Overman
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] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; 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: 07-19-2017; APPROX. 55 ADVISORY HRS/MONTH; APPROX. 45 ADVISORY HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. [2] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC; YES-INVESTMENT RELATED; HEADQUARTER ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 08-09-2017; APPROX. 65 HRS/MONTH; APPROX. 55 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF FIXED INSURANCE PRODUCTS FOR MULTIPLE PROVIDER COMPANIES TO PROSPECTIVE CLIENTS AND EXISTING CLIENTS WITH FOCUS ON SALE OF LIFE, LONG TERM CARE AND DISABILITY INSURANCE PRODUCTS. [3] RETIRE WITH RESPECT; YES-INVESTMENT RELATED; 5312 MILLER AVENUE, RALSTON, NE 68127; HEALTH INSURANCE; MEMBER; 12-14-2017; APPROX. 10 HRS/MO; APPROX. 5 HRS/MONTH DURING TRADING HRS; CONDUCTING RETIREMENT RELATED SEMINARS AND MARKETING MEDICARE PRODUCTS. [4] CHRISTIAN HALLS USA; NOT INVESTMENT RELATED; 901 W. BARDIN ROAD, #101, ARLINGTON, TX 76017; EDUCATION; VOLUNTEER; STARTED: 12-01-2020; APPROX. 20 HRS/MO DURING TRADING HOURS; APPROX. 10 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILIITES: DEVELOPE PARTNERSHIPS WITH SCHOOLS, CHURCHES AND OTHER ORGANIZATIONS TO ENROLL STUDENTS INTO HIGHER EDUCATION COURSES OFFERED BY CHRISTIAN HALLS USA. [6] JUICE PLUS; NOT INVESTMENT RELATED; WORKING FROM RESIDENCE: 5312 MILLER AVENUE RALSTON, NE 68127; SALES OF HEALTH PRODUCTS; DISTRIBUTOR; STARTED: 02-09-2021; APPROX. 3 HRS DURING TRADING HRS; APPROX. 3 HRS OUTSIDE TRADING HRS; RESPONSIBILITIES: MARKET AND SELL HEALTH PRODUCTS-FOOD SUPPLEMENTS. [7] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; INSURANCE; INSURANCE AGENT; 01.21.2023; APPROX. 4 HRS/MO DURING TRADING HRS; APPROX. 2 HRS/MO OUTSIDE TRADING; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE INSURANCE CLIENTS. [8] GIVERS UNIVERSITY; NOT INVESTMENT RELATED; 4232 OZARK STREET NE, CEDAR RAPIDS, IA 52402; SOCIAL; MENTOR; 04.01.2024; APPOX. 4 HRS/MO DURING TRADING HRS; APPROX. 4 HRS/MO OUTSIDE TRADING; MENTOR PEOPLE TO BE GIVERS LOCALLY AND WORLDWIDE.
CRS (Client Relationship Summary) - RIA
Click below to view Marvin Jay Overman'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®
NoneExperience
Current
October 25, 2017 - Present
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RIA
CRD#: 158292
RALSTON, NE
Past
October 21, 1988 - November 25, 1996
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
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
Nebraska(10/25/2017)
Exams
State Security Law Exam
State Security Law 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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Check for any disclosures as part of your thorough research when choosing an advisor.
