JB
Jeffrey L. Butler
GLOBAL VIEW CAPITAL MANAGEMENT LLC
KEWASKUM, WI
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CRD#: 2319063
JB
Professional summary
Jeffrey Lane Butler, who also goes by Jeff Butler, Jeffrey L. Butler, Jeffrey Butler, is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in Kewaskum, Wisconsin.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jeffrey has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Butler | Jeffrey L. Butler | Jeffrey Butler
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 MANAGEMENT, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE RIA FIRM; POSITION: SUPERVISORY PRINCIPAL; STARTED: 01-03-2018 TO PRESENT; APPROX. 150-170 HRS/MONTH; APPROX. 110-130 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: REVIEW AND APPROVE TRADES SUBMITTED BY IARs; PREPARE MANAGEMENT TRACKING REPORTS, MAINTAIN BOOKS AND RECORDS. [2] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: MARCH 2018; APPROX. 60 HRS/MONTH; APPROX. 8 HR/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] 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: 05-15-2018; APPROX. 60 ADVISORY HRS/MONTH; APPROX. 8 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. [4] BUTLER TREE AND LAND LLC; NOT INVESTMENT RELATED; ADDRESS: 971 FOND DU LAC AVENUE, KEWASKUM, WI 53040; POSITION: MEMBER; STARTED: 07.11.2025; APPROX. ZERO HRS/MO DURING TRADING HOURS; APPROX. 10 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: MANAGE OPERATIONS.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Lane Butler'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
May 10, 2018 - Present
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RIA
CRD#: 158292
KEWASKUM, WI
Past
July 9, 2015 - December 31, 2016
FORTUNE FINANCIAL SERVICES, INC.
BD
CRD#: 42150
Kewaskum, WI
Past
March 21, 2012 - May 30, 2015
CONCORDE INVESTMENT SERVICES, LLC
BD
CRD#: 151604
KEWASKUM, WI
Past
January 10, 2011 - March 27, 2012
STONEX SECURITIES INC.
BD
CRD#: 18456
KEWASKUM, WI
Past
July 15, 2009 - August 24, 2010
CEDAR CREEK SECURITIES, INC.
BD
CRD#: 118498
MILWAUKEE, WI
Past
November 26, 2008 - August 7, 2017
JEFFREY L. BUTLER
RIA
CRD#: 147117
KEWASKUM, WI
Past
October 24, 2005 - December 2, 2008
UVEST FINANCIAL SERVICES GROUP, INC.
RIA
CRD#: 13787
KEWASKUM, WI
Past
October 24, 2005 - December 2, 2008
UVEST FINANCIAL SERVICES GROUP, INC.
BD
CRD#: 13787
KEWASKUM, WI
Past
January 1, 2004 - November 9, 2005
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
PORT WASHINGTON, WI
Past
January 10, 1994 - January 1, 2004
LOCUST STREET SECURITIES, INC.
BD
CRD#: 1703
DES MOINES, IA
Past
July 30, 1993 - January 4, 1994
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
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(10/10/2024)
IAR
Wisconsin(5/10/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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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Check for any disclosures as part of your thorough research when choosing an advisor.
