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CFP
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CFP

Edward Thiessen

Global View Capital Management LLC
43 Years of Experience
Edmond, OK
1 DisclosureSells Insurance
View SEC Summary
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Edward Thiessen is a CFP-designated registered investment advisor at Global View Capital Management LLC, based in Edmond, OK, with 43 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 3,819 clients with $780M in assets under management.

Global View Capital Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
100 advisors
Number of Clients
3,819 clients
Average Client Portfolio
$203K average
Assets Under Management
$775.2M

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

Schedule represents the Flexible Plan Investments program fees. Other programs such as the Personalized Managed Account Program have separate fee structures with platform fees ranging from 0.75% to 1.00% plus advisor fees up to 1.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2524 North Broadway, Suite 315, Edmond, OK, 73034

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2015
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Edward is an insurance agent and owner of Southwest Financial Concepts, Inc., which is receiving renewals and override revenue from fixed insurance products. He is also an insurance agent, owner, and sales representative for Southwest Financial Advisory Group, Inc., providing financial planning services including insurance and investments, taking nearly full-time hours overall.

Employment History
Current Registrations
Global View Capital Management LLC
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Oneamerica Securities, INC.
November 2012 - September 2023 · 10 yrs 10 mos
Oneamerica Securities, INC.Broker
November 2012 - September 2023 · 10 yrs 10 mos
Investment Advisors
March 1996 - December 2012 · 16 yrs 9 mos
Proequities, INC.Broker
September 1994 - December 2012 · 18 yrs 3 mos
Securities America, INC.Broker
May 1992 - November 1994 · 2 yrs 6 mos
Protective Equity Services, INC.Broker
February 1991 - May 1992 · 1 yr 3 mos
H.D. Vest Investment Securities, INC.Broker
November 1990 - February 1991 · 3 mos
Transamerica Securities Sales CorporationBroker
March 1987 - December 1990 · 3 yrs 9 mos
Transamerica Financial Resources, INC.Broker
May 1985 - December 1990 · 5 yrs 7 mos
Bnl Securities INC.Broker
July 1983 - April 1985 · 1 yr 9 mos
State Registrations2 states
OKTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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