GH
Garth Hassel
GLOBAL VIEW CAPITAL MANAGEMENT LLC
IDAHO FALLS, ID 83401
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CRD#: 5889219
GH
Professional summary
Garth Hassel is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in Idaho Falls, Idaho.
Garth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Garth has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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] GARTH HASSEL (F/K/A DBA-EAST IDAHO INSURANCE); NO; 387 MONTCLIFF DRIVE, IDAHO FALLS, ID 83401; HEALTH AND SUPPLEMENTAL HEALTH INSURANCE; INDEPENDENT LICENSED HEALTH INSURANCE AGENT-BROKER AND OWNER; DECEMBER 2007; APPROX. 24 HRS/MO; APPROX. 16 HRS/MO DURING TRADING HRS; INDEPENDENT BROKER FOR INDIVIDUAL AND GROUP HEALTH INSURANCE AND SUPPLEMENTAL HEALTH INSURANCE, INCLUDING ON HEALTH INSURANCE EXCHANGES OF YOURHEALTHIDAHO.ORG AND HEALTHCARE.GOV. [2] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; MARKETING FIRM FOR INSURANCE AND ADVISORY SERVICES; INDEPENDENT CONTRACTOR; AFFILIATION DATE: 01-02-2014; APPROX. 140 ADVISORY HRS/MO; APPROX. 120 ADVISORY HRS/MO DURING TRADING HRS; MARKETING, EDUCATION AND SALES OF ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HRS LISTED SEPARATELY, IF APPLICABLE. [3] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC; YES; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; INSURANCE; INSURANCE AGENT; 01-29-2014; APPROX. 12 HRS/MO; APPROX. 6 HRS/MO DURING TRADING HRS; 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. [4] SOUND MIND CARE, LLC; NO; 387 MONTCLIFFE DRIVE, IDAHO FALLS, ID 83401; NATURE: BOOK AUTHOR; PRINCIPAL CONTROL PERSON: YES; OWNER; 09-17-2018; APPROX. 40 HRS/MO; APPROX. 10 HRS/MO DURING TRADING HRS; AUTHOR, PUBLISH AND PROMOTE BOOKS AND WRITING, SPEAKING, WEBSITE AND DIGITAL MARKETING RELATED TO TOPIC OF WOMEN PLANNING FOR POTENTIAL LONG-TERM-CARE WITH EMPHASIS ON PROCESS. [5] CARE PROGRAM ADMINISTERED BY CONSUMER DIRECT CARE NETWORK FOR THE IDAHO DEPARTMENT OF HEALTH AND WELFARE; NO; 387 MONTCLIFFE DRIVE, IDAHO FALLS, ID 83401; NATURE: COMMUNITY SUPPORT FOR DISABLED PEOPLE; COMMUNITY SUPPORT WORKER; 08-21-2019; APPROX. 6 HRS/MO; APPROX. 2 HRS/MO DURING TRADING HRS; SUPERVISE DISABLED PERSON WHO IS MY SON. BOTH MY WIFE AND I ARE CO-GUARDIAN/CONSERVATORS FOR OUR DISABLED SON WHO REQUIRES 24 HR SUPERVISION. MY WIFE IS THE PRIMARY CARE PERSON AND WHEN SHE IS OUT OF TOWN, I AM THE QUALIFIED BACK-UP CARE PERSON 4-6 TIMES PER YEAR 2-4 DAYS AT A TIME. [6] LIFELONG EDUCATION AND AGING RESOURCES NETWORK, INC.; NO; 5707 W. HIDDEN SPRINGS DRIVE, BOISE, ID 83714; NON-PROFIT; PROFESSIONAL MEMBER; 04.15.2021; APPROX. 2 HRS/MO DURING TRADING HRS; APPROX. 4 HRS/MO OUTSIDE TRADING; PROVIDING THE COMMUNITY WITH EDUCATIONAL PROGRAMS ON RETIREMENT AND AGING RELATED TOPICS FOR NEARING AND RETIRED INDIVIDUALS, SANDWICH GENERATION FAMILY MEMBERS AND FAMILY CAREGIVERS. [7] SOCIETY OF FINANCIAL AWARENESS; NO; 3655 RUFFLIN ROAD, SUITE 230, SAN DIEGO, CA 92123; NON-PROFIT; MEMBER; APPROX. 4 HRS/MO DURING TRADING HRS; APPROX. 4 HRS/MO OUTSIDE TRADING; PROVIDE FREE FINANCIAL EDUCATION IN-PERSON OR ON-LINE. [8] EXPERIOR FINANCIAL GROUP, INC.; YES; 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; INSURANCE; POSITION: INSURANCE AGENT; 02.23.2023; APPROX. 20 HRS/MONTH DURING TRADING HRS; APPROX. 20 HRS/MONTH OUTSIDE TRADING HRS; MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES. [9] NAIFA -IDAHO; NO: 619 E. BONITA CANYON, ST. MERIDIAN, ID 83646; NON-PROFIT; IMMEDIATE PAST PRESIDENT; 01.02.2024; APPROX. 8 HRS/MO DURING TRADING HRS; APPROX. 20 HRS/MO OUTSIDE TRADING; SHARE & EXPAND MISSION OF NAIFA-IDAHO
CRS (Client Relationship Summary) - RIA
Click below to view Garth Hassel'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
February 10, 2014 - Present
GLOBAL VIEW CAPITAL MANAGEMENT LLC
Office #1: 765 S. Woodruff Avenue Suite 2, Idaho Falls, ID 83401RIA
CRD#: 158292
IDAHO FALLS, ID
Past
January 6, 2012 - December 31, 2013
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
IDAHO FALLS, ID
Past
January 6, 2012 - December 31, 2013
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
IDAHO FALLS, ID
Past
April 14, 2011 - January 6, 2012
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
IDAHO FALLS, ID
Past
February 10, 2011 - January 6, 2012
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
IDAHO FALLS, ID
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
Idaho(2/10/2014)
IAR
Texas(12/4/2019)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
