Edward Thiessen
Edward Thiessen is a CFP-designated registered investment advisor at Global View Capital Management LLC, based in Waukesha, WI, with 42 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 3,959 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Advisory fees are shared by GVCM and FPI. All fees are negotiable at GVCM’s sole discretion. Up to 20 basis points may be credited back to the account depending upon the use of the Quantified mutual funds that are sub-advised by FPI for the portfolios. Advisory fees noted in the above schedules do not include the fee paid to IARs. Annual fees paid to an IAR cannot exceed 1.60%.
Fee Estimator
Location
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI, 53188
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2015Other 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
Previous Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Investment Advisors
Proequities, INC.Broker
Securities America, INC.Broker
Protective Equity Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
Transamerica Securities Sales CorporationBroker
Transamerica Financial Resources, INC.Broker
Bnl Securities INC.Broker
State Registrations2 states
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.