Michael J. Tilley

GLOBAL VIEW CAPITAL MANAGEMENT LLC

Waukesha, WI 53188

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CRD#: 2146491

Professional summary

Michael Joseph Tilley, who also goes by Michael J. Tilley, Michael Tilley, Mike Tilley, is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in Waukesha, Wisconsin.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Michael has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael J. Tilley | Michael Tilley | Mike Tilley

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] MICHAEL J. TILLEY, CPA, OWNER/SOLE PROPRIETOR, 21005 GEORGE HUNT CIRCLE, UNIT 1130, WAUKESHA, WI 53186, FEBRUARY 1974, TAX PREPARATION AND TAX PLANNING. [2] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC ("GVCI"), AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC ("GVCA"); YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: NOVEMBER 2010; APPROX.20 HRS/MONTH; APPROX. 10 HRS/MONTH DURING SECURITIES TRADING HOURS; RESPONSIBILITIES: SELL FIXED INSURANCE PRODUCTS AND TERM LIFE INSURANCE. [3] GLOBAL VIEW CAPITAL ADVISORS, LLC, 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: 05-14-2013; APPROX. 100 ADVISORY HRS/MONTH; APPROX. 60 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Tilley'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®

None

Experience

Current

January 2, 2014 - Present

GLOBAL VIEW CAPITAL MANAGEMENT LLC

Office #1: N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188

RIA

CRD#: 158292

Waukesha, WI

Past

April 4, 2014 - January 28, 2019

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

WAUKESHA, WI

Past

November 26, 2010 - December 31, 2013

THE STRATEGIC FINANCIAL ALLIANCE, INC.

CRD#: 126514

WAUKESHA, WI

Past

November 25, 2010 - December 31, 2013

THE STRATEGIC FINANCIAL ALLIANCE, INC.

RIA

CRD#: 126514

WAUKESHA, WI

Past

July 10, 2006 - November 22, 2010

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA

CRD#: 139233

NORTHBROOK, IL

Past

September 21, 2005 - August 28, 2006

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

WAUKESHA, WI

Past

March 3, 2003 - November 22, 2010

WORLD GROUP SECURITIES, INC.

CRD#: 114473

DULUTH, GA

Past

June 19, 1991 - November 7, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 19, 1991 - November 7, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

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

Wisconsin
(1/2/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/15/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/30/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/17/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/23/1997

General Securities Principal Examination

Current Firm

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 (36 States and Territories)

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 Accounts	7,570
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.

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Advisor Monitoring

Firm Stability Insights

Michael J. Tilley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Tilley's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

THE STRATEGIC FINANCIAL ALLIANCE, INC.

THE STRATEGIC FINANCIAL ALLIANCE, INC.

INVESTMENT ADVISORS INTERNATIONAL, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

WORLD GROUP SECURITIES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

GLOBAL VIEW CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/15/2004

Series 63

Date: 5/30/1991

SIE

Date: 10/1/2018

Series 7

Date: 6/17/1991

Series 24

Date: 6/23/1997

Current Firm

GLOBAL VIEW CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLOBAL VIEW CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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