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RW

Richard J. Weihing

GLOBAL VIEW CAPITAL MANAGEMENT LLC
CARROLLTON, TX
Some features on this profile are disabled
CRD#: 2047901
RW

Professional summary

Richard Jefferson Weihing, CFP®, who also goes by Rich Weihing, Richard J. Weihing Sr., is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in Carrollton, Texas.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Richard has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rich Weihing | Richard J. Weihing Sr.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Jefferson Weihing's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 1993

Experience

Current

January 9, 2023 - Present

GLOBAL VIEW CAPITAL MANAGEMENT LLC

RIA
CRD#: 158292
CARROLLTON, TX
Past

January 7, 2021 - December 31, 2022

EFFICIENT PLAN, LLC

RIA
CRD#: 169279
DENTON, TX
Past

January 13, 2020 - December 31, 2020

EFFICIENT PLAN, LLC

RIA
CRD#: 169279
DENTON, TX
Past

January 15, 2019 - December 31, 2019

EFFICIENT PLAN, LLC

RIA
CRD#: 169279
Carrollton, TX
Past

October 6, 2006 - August 7, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MANDEVILLE, LA
Past

April 24, 1990 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

April 24, 1990 - August 7, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MANDEVILLE, LA

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
Texas
(1/9/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 12/27/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/7/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/21/1990
General Securities Representative Examination

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)
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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 (40 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GLOBAL VIEW CAPITAL MANAGEMENT PERSONALIZED ASSET MANAGEMENT WRAP FEE BROCHURE (3/13/2025)
GLOBAL VIEW CAPITAL MANAGEMENT DISCLOSURE BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts7,570
AUM (Assets Under Management)$ 707,976,833

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GLOBAL VIEW CAPITAL MANAGEMENT LLC

CRD#: 158292Carrollton, TX

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