ZR
Zachary S. Rohrer
GLOBAL VIEW CAPITAL MANAGEMENT LLC
BILLINGS, MT 59101
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CRD#: 5699128
ZR
Professional summary
Zachary Scott Rohrer, who also goes by Zac Rohrer, is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in Billings, Montana.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Zachary has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zac Rohrer
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] CORNERSTONE FINANCIAL ASSOCIATES, LLC; YES-INVESTMENT RELATED; ADDRESS: 225 NORTH 23RD STREET, BILLINGS, MT 59101; NATURE: LIFE INSURANCE; POSITION: SALES REPRESENTATIVE 06/2009 TO 03/2018, CASE COMPILATION 03/2015 TO 10/2017 AND ADMINISTRATIVE ASSISTANT 10-09-2017 TO PRESENT; STARTED: JUNE 2009; APPROX. 20 HRS/MONTH; APPROX. 0 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: ANSWERING THE PHONE AND CLOSING UP THE OFFICE. [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 ADVISORY AND INSURANCE SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE: 03-03-2015; APPROX. 75 ADVISORY HRS/MONTH; APPROX. 75 ADVISORY HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF ADVISORY SERVICES THROUGH GVCM AND INSURANCE SERVICES THROUGH GVCI. 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: MARCH 2015; APPROX. 25 HRS/MONTH; APPROX. 25 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: SELL FIXED INSURANCE PRODUCTS AND TERM LIFE INSURANCE. [4] KC & COMPANY, PC; INVESTMENT RELATED: NO; ADDRESS: 3324 2ND AVENUE NORTH, BILLINGS, MT 59101; NATURE: ACCOUNTING FIRM; POSITION: STAFF ACCOUNTANT; STARTED: 2024-05-31; DESCRIPTION: ACCOUNTING SERVICES; RESPONSIBILITIES: PAYROLL PROCESSING AND TAX PREPARATION; 100 HOURS PER MONTH DURING TRADING HOURS; 30 HOURS PER MONTH OUTSIDE TRADING HOURS; 60% OF TOTAL YEARLY COMPENSATIONS DERIVED FROM THE BUSINESS; [5] VALLEY CREDIT UNION; YES-INVESTMENT RELATED; ADDRESS: 207 NORTH BROADWAY, BILLINGS, MT 59101; NATURE: FINANCIAL; POSITION: COMMITTEE MEMBER; STARTED: 11.01.2021; APPROX. 1 HR DURING TRADING HOURS; APPROX. ZERO HRS OUTSIDE TRADING; RESPONSIBILITIES: VOLUNTEER IN PROVIDING GUIDANCE IN COMPLIANCE AND COMPLETION OF ANNUAL AUDIT.
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Scott Rohrer'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
March 11, 2015 - Present
GLOBAL VIEW CAPITAL MANAGEMENT LLC
Office #1: 225 N. 23rd Street Suite A, Billings, MT 59101RIA
CRD#: 158292
BILLINGS, MT
Past
May 23, 2014 - September 5, 2014
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
TAMPA, FL
Past
October 21, 2009 - December 31, 2013
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
BILLINGS, MT
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
Montana(3/11/2015)
IAR
Texas(8/4/2021)
Exams
State Security Law Exam
State Security Law 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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Company Information
GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292Billings, MT 59101TRUST BUT VERIFY
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