MG
Mike T. Greiner
GLOBAL VIEW CAPITAL MANAGEMENT LLC
IRVING, TX 75062
Some features on this profile are disabled
CRD#: 4376538
MG
Professional summary
Mike T Greiner, who also goes by Michael Todd Greiner, Mike Greiner, is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in Irving, Texas.
Mike is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Mike has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Todd Greiner | Mike Greiner
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] TEXAS ELITE BENEFITS; NOT INVESTMENT RELATED; ADDRESS: 511 EAST JOHN CARPENTER FREEWAY, SUITE 500, IRVING, TX 75062; NATURE: FINANCIAL (INSURANCE); POSITION: OWNER AND INSURANCE AGENT; STARTED: JULY 2020; APPORX. 80 HRS/MO; APPROX. 60 HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE INSURANCE AND FIXED AND INDEXED ANNUITIES. [2] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: SEPTEMBER 2023; APPROX. 100 HRS/MONTH DURING TRADING HOURS; APPROX. _80 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS. [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: 11.17.2023; APPROX. 70 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 50 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE [4] UNITED FINANCIAL FREEDOM; NOT INVESTMENT RELATED; ADDRESS: 120 E 13065 S DRAPER, DRAPER, UT 84020; NATURE: FINANCIAL (DEBT RELIEF); STARTED: 11.25.2023; APPROX, 15 HRS/MONTH; APPROX. 15 HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL DEBT RELIEF STRATEGIES.
CRS (Client Relationship Summary) - RIA
Click below to view Mike T Greiner'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
December 14, 2023 - Present
GLOBAL VIEW CAPITAL MANAGEMENT LLC
Office #1: 511 East John Carpenter Freeway Suite 500, Irving, TX 75062RIA
CRD#: 158292
IRVING, TX
Past
October 18, 2019 - November 29, 2023
AMERICAN ELITE ADVISORY
RIA
CRD#: 212513
IRVING, TX
Past
August 7, 2017 - September 26, 2019
VIRTUE CAPITAL MANAGEMENT, LLC
RIA
CRD#: 167816
Irving, TX
Past
January 6, 2012 - August 8, 2017
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
PLANO, TX
Past
January 6, 2012 - August 8, 2017
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PLANO, TX
Past
April 8, 2009 - January 6, 2012
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
DALLAS, TX
Past
April 12, 2002 - January 6, 2012
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
PLANO, TX
Past
April 11, 2001 - April 12, 2002
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
Texas(12/14/2023)
Exams
State Security Law Exam
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)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.
