Jose Montalvo (CRD# 6104825) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 11 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global View Capital Management, LLC | Waukesha, WI | Mar 2024 - Current | < 1 |
| Global View Capital Insurance Services, LLC | Waukesha, WI | Feb 2024 - Current | < 1 |
| Global View Capital Advisors, LLC | Waukesha, WI | Jan 2024 - Current | < 1 |
| Netlaw | Louisville, KY | Nov 2019 - Mar 2024 | 4 |
| Vascular Ultrasound Training | Chicago, IL | Dec 2013 - Mar 2024 | 10 |
| Vascular Equipment Referral | Chicago, IL | Nov 2013 - Mar 2024 | 10 |
| World Financial Group, Inc. | Johnscreek, GA | Mar 2011 - Feb 2024 | 12 |
| Transamerica Financial Advisors, Inc. | St. Petersburg, FL | Aug 2012 - Dec 2023 | 11 |
| School Loan 411 LLC | Chicago, IL | Aug 2014 - Jan 2021 | 6 |
| Rush University | Chicago, IL | Jan 2014 - Jan 2021 | 7 |
| Va Hospital | Chicago, IL | Aug 2014 - Feb 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2012 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- FL
- TX
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Total Assets Under Management594MILLIONS
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Total Number of Accounts6,508ACCOUNTS
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Average Account Value$91,242
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AR, AZ, CA, CO, FL, GA, ID, IL, IN, KY, LA, MA, MI, MN, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, VT, WA, WI, WY
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