TS
Timothy P. Schwister
GLOBAL VIEW CAPITAL MANAGEMENT LLC
Waukesha, WI 53188
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CRD#: 6315494
TS
Professional summary
Timothy Paul Schwister, who also goes by Tim Schwister, Timothy P. Schwister, Timothy Schwister, is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in Waukesha, Wisconsin.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Timothy has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tim Schwister | Timothy P. Schwister | Timothy Schwister
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] SCHWISTER WEALTH & INSURANCE SERVICES & SOLUTIONS, LLC D/B/A SWIS FINANCIAL, LLC; NOT; 971 S. COLONIAL PARKWAY, SAUKVILLE, WI 53080; ENTITY FOR SELLING INSURANCE; MEMBER & INS. AGENT-HEALTH, VISION & DENTAL; 06.25.2019; APPROX. 2-4 HRS/MO; APPROX. 1 HR/MO DURING TRADING; MARKET, EDUCATE AND SELL HEALTH, VISION & DENTAL INSURANCE. [2] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES; N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; MARKETING FIRM FOR INSURANCE & ADVISORY SERVICES; INDEPENDENT CONTRACTOR; AFFILIATED 02.26.2020; 40 ADVISORY HRS/MO DURING TRADING; 25 ADVISORY HRS/MO OUTSIDE TRADING; MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPICABLE. [3] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC; YES; N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; INSURANCE; INS. AGENT; 03.19.2020; 60 HRS/MO DURING TRADING; 60 HRS/MO OUTSIDE TRADING; MARKETING, EDUCATION AND SALES OF FIXED INSURANCE PRODUCTS FOR MULTIPLE PROVIDER COMPANIES WITH FOCUS ON SALE OF LIFE, LONG TERM CARE AND DISABILITY INSURANCE PRODUCTS AND FIXED ANNUITIES. [4] ALLIED NATIONAL; NOT; 4551 W. 107TH STREET, SUTIE 100, OVERLAND PARK, KS 66207.4037; INSURANCE; INS. AGENT-HEALTH; 10.14.2020; 6 HRS/MO DURING TRADING; 6 HRS/MO OUTSIDE TRADING; MARKET AND SELL PRIVATE HEALTH INSURANCE TO INDIVIDUALS. [5] AMERICAN NATIONAL INSURANCE COMPANY; NOT; P.O. BOX 10546, SPRINGFIELD, MO 65808-0546; INSURANCE; INS. AGENT-HEALTH; 10.14.2020; APPROX. 1 HR/MO DURING TRADING; APPROX. 1 HR/MO OUTSIDE TRADING; MARKET AND SELL HEALTH INSURANCE TO INDIVIDUALS AND BUSINESSES WITH MAIN FOCUS ON GROUP INSURANCE POLICIES. [6] THE DEBT SHREDDER; NOT; BLANDON, PA 19510; DEBT REDUCTION SERVICES; AGENT; 05.01.2023; APPROX. 5 HRS/MO DURING TRADING; APPROX. 29 HRS/MO OUTSIDE TRADING; MARKET AND SELL DEBT MANAGEMENT SERVICES TO CONSUMERS. [7] EXPERIOR FINANCIAL GROUP, INC.; YES; HQ ADDR: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; INSURANCE; INS. AGENT; 02.09.2023; APPROX.24 HRS/MO DURING TRADING; APPROX. 24 HRS/MO OUTSIDE TRADING; MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES. [8] LOCAL AD FACES; NOT; 555 FIFTH AVE.,18TH FL, NEW YORK, NY 10017; ADVERTISING; AGENT; 08.17.2023; ZER0 HRS/MO DURING TRADING; 1 HR/MO OUTSIDE; MARKET WITH ELECTRONIC BILLBOARDS IN RESTAURANTS. [9] WISACT (THE WISCONSIN ALLIANCE FOR CIVIC TRUST); NOT; ONE COPENHILL, 453 JOHN LEWIS FREEDOM PARKWAY NE 30307, ALANTA, GEORGIA 30307; CROSS-PARTISAN ENTITY; REGIONAL DIRECTOR-VOLUNTEER; 09.13.2024; ZERO HRS DURING TRADING; APPOX. 8 HRS/MO OUTSIDE TRADING; FUNDRAISING, ADVISE GRANT DISTRIBUTIONS, NO MONETARY RESPONSIBILITIES. [10] EXCEL EMPIRE; NOT; 1555 PALM BEACH LAKES BLVD. WEST PALM BEACH FLORIDA 33401; EXPERT TAX REDUCTION & ACCOUNTING.; REPRESENTATIVE; 2025-08-19; ZERO HRS/MO DURING TRADING; APPROX. 4 HRS/MO OUTSIDE TRADING; REFER PEOPLE TO EXCEL EMPIRE FOR ANALYSIS OF TAX SAVINGS AND/OR ACCOUNTING SERVICES. [11] THE SCHWISTER GROUP; YES; 971 S.COLONIAL PARKWAY, SAUKVILLE, WI 53080; INVESTMENT SIGNAL PROVIDER; CEO; 08.19.2025; APPROX. 10 HRS/MO DURING TRADING; APPROX.. 20 HRS/MO OUTSIDE TRADING; OVERSEE DESIGNING INVESTMENT MODELS AND SELLING SIGNALS REQUIRED TO TRADE THEM.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Paul Schwister'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
June 5, 2020 - Present
GLOBAL VIEW CAPITAL MANAGEMENT LLC
Office #1: N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188RIA
CRD#: 158292
Waukesha, WI
Past
August 25, 2015 - March 1, 2019
NYLIFE SECURITIES LLC
BD
CRD#: 5167
MILWAUKEE, WI
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(1/31/2024)
IAR
Wisconsin(6/5/2020)
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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Company Information
GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292Waukesha, WI 53188TRUST BUT VERIFY
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