BB
Brennen N. Baker
GLOBAL VIEW CAPITAL MANAGEMENT LLC
IDAHO FALLS, ID 83401
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CRD#: 7859449
BB
Professional summary
Brennen N. Baker, who also goes by Brennen Nicholis Baker, Brennen Baker, is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in Idaho Falls, Idaho.
Brennen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Brennen has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brennen Nicholis Baker | Brennen Baker
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] CAMPING WORLD OF POCATELLO, ID; NOT INVESTMENT RELATED; ADDRESS: 3383 HAWTHORN ROAD, POCATELLO, ID 83201; NATURE: RECREATIONAL; POSITION: NOV 2020 TO CURRENT-WARRANTY MANAGER, POCATELLO, ID -- NOV 2018 TO NOV 2020-WARRANTY ADMIN/PARTS MANAGER, IDAHO FALLS, ID -- JUNE 2018 TO NOV 2018-DETAIL MANAGER, MERDIAN, ID; STARTED: JUNE 2018 TO PRESENT; APPROX. 43-44 HRS/MO OUTSIDE TRADING HOURS; APPROX. 133-134 HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: CURRENTLY PROCESS WARRANTY CLAIMS AND MANAGE WARRANTY ACCOUNTS RECEIVABLES. [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: 10.31.2023; APPROX. 6 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 10 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. [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: 12.05.2023; APPROX. 10 HRS/MONTH DURING TRADING HOURS; APPROX. 6 HRS/MONTH OUTSIDE 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.
CRS (Client Relationship Summary) - RIA
Click below to view Brennen N. Baker'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
January 24, 2024 - Present
GLOBAL VIEW CAPITAL MANAGEMENT LLC
Office #1: 765 S. Woodruff Avenue Suite 2, Idaho Falls, ID 83401RIA
CRD#: 158292
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(1/24/2024)
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.
