BB
BB

Brennen N. Baker

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
103 advisors
Number of Clients
3,959 clients
Average Client Portfolio
$179K average
Assets Under Management
$708.0M

Fee Structure

AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Fee applies to accounts $15,000 and above.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI, 53188

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brennen works as a warranty manager at Camping World, dedicating about a quarter of his time both during and outside trading hours. He also works as an independent contractor and insurance agent for Global View Capital, marketing and selling advisory and fixed insurance products, including life, long-term care, disability insurance, and fixed annuities, dedicating a few hours per week.

Employment History
Current Registrations
Global View Capital Management LLC
January 2024 - Present · 2 yrs 1 mo
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.