Timothy Schwister (CRD# 6315494) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 4 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 |
|---|---|---|---|
| Allied National | Overland Park, KS | Oct 2020 - Current | 3 |
| American National Insurance Company | Springfield, MO | Oct 2020 - Current | 3 |
| Global View Capital Management, LLC | Waukesha, WI | Apr 2020 - Current | 4 |
| Global View Capital Insurance Services, LLC | Waukesha, WI | Mar 2020 - Current | 4 |
| Global View Capital Advisors, LLC | Waukesha, WI | Feb 2020 - Current | 4 |
| Swis Financial, LLC | Saukville, WI | Jun 2019 - Current | 5 |
| Aetna Medicare | Hartford, CT | Oct 2020 - Jan 2023 | 2 |
| Cigna Health Insurance | Bloomfield, CT | Oct 2020 - Jan 2023 | 2 |
| Realm Health | Dallas, TX | Sep 2020 - Jan 2022 | 1 |
| Nylife Securities, LLC | Milwaukee, WI | Dec 2014 - Mar 2019 | 4 |
| New York Life Insurance | Milwaukee, WI | Mar 2014 - Jan 2019 | 4 |
| Cream City Casting | Bayview, WI | Dec 2017 - Dec 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2020 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- WI
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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
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