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MF

Michael P. Feeney

GLOBAL VIEW CAPITAL MANAGEMENT LLC
IDAHO FALLS, ID 83401
Some features on this profile are disabled
CRD#: 2539518
MF

Professional summary


Michael Patrick Feeney, who also goes by Michael P. Feeney, Michael Feeney, is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in Idaho Falls, Idaho.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Michael has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Michael P. Feeney | Michael Feeney

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] ADELE & MIKE PROPERTY MANAGEMENT, LLC; NOT INVESTMENT RELATED; 1550 E 6250 S, OGDEN, UT 84405; NATURE: REAL ESTATE; POSITION: MEMBER/OWNER OF LLC AND MANAGER; STARTED: 02.10.2010; APPROX. 8 HRS/MO.; APPROX. ZERO HRS DURING TRADING HOURS; REPSPONSIBILITIES: REAL ESTATE PROPERTY MANAGER, COLLECT RENT, MARKET TO FILL VACANCIES AND PERIODIC MAINTENANCE. [2] 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: 10.29.2020; APPROX. 10 ADVISORY HRS/MONTH OUTSIDE TRADING HRS; APPROX. 15 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. [3] 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: 11.10.2020; APPROX. 30 HRS/MONTH OUTSIDE TRADING HOURS; APPROX. 5 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 AND FIXED ANNUITIES. [4] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 05.05.2023; APPROX. 10 HRS/MONTH DURING TRADING HOURS; APPROX. 10 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE INSURANCE CLIENTS. [5] ACN; NOT INVESTMENT RELATED; ADDRESS: 1000 PROGRESS PI NE, CONCORD, NORTH CAROLINA, 28025; NATURE: TELECOMMUNICATIONS; POSITION: INDEPENDENT BUSINESS OWNER AND SALES REPRESENTATIVE; STARTED: 10.16.2023; APPROX. 8 HRS/MO DURING TRADING HOURS; APPROX. 12 HRS/MO OUTSIDE TRADING HOURS; REPSONSIBILITIES: RECRUIT AND TRAIN NEW ASSOCIATES TO MARKET ACN TELECOMMUNICATIONS PRODUCTS AND SERVICES. [6] OGDEN CITY SCHOOLS; NOT INVESTMENT RELATED; ADDRESS: 1950 MONROE BOULEVARD, ODGEN, UT 84401; NATURE: EDUCATION; POSITION: SUBSTITUTE TEACHER; STARTED: 09.11.2025; APPROX. 15 HRS/MO DURING TRADING HOURS; APPROX. ZERO HRS/MO OUTSIDE TRADING: RESPONSIBILITIES: ON CALL SUBSTITUTE TEACHER WITHIN THE OGDEN SCHOOL DISTRICT ON AN AS NEEDED BASIS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Patrick Feeney'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

November 18, 2020 - Present

GLOBAL VIEW CAPITAL MANAGEMENT LLC

Office #1: 765 S. Woodruff Avenue Suite 2, Idaho Falls, ID 83401
RIA
CRD#: 158292
IDAHO FALLS, ID
Past

August 25, 2017 - December 31, 2018

ELE WEALTH SOLUTIONS, INC.

BD
CRD#: 38931
Washington Terrace, UT
Past

July 21, 2017 - December 31, 2018

ELE ADVISORY SERVICES, INC

RIA
CRD#: 148228
Ogden, UT
Past

July 9, 2014 - July 31, 2015

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
SOUTH OGDEN, UT
Past

January 6, 2012 - July 31, 2015

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
SOUTH OGDEN, UT
Past

October 20, 2008 - January 6, 2012

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
OGDEN, UT
Past

April 28, 1995 - December 19, 1995

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

April 28, 1995 - December 19, 1995

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

January 9, 1995 - March 10, 1995

WMA SECURITIES, INC.

BD
CRD#: 32625
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
Utah
(11/18/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/17/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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)

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#: 158292Idaho Falls, ID 83401

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