Monica Mary Tennie
Investment adviser representative at Global View Capital Management LLC
21 yearsExperience
1 stateRegistered in
$775.2MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Global View Capital Management, LLCJan 2014 to now
- Global View Captial Advisors, LLCMay 2013 to now
- Global View Capital Insurance Services, LLCNov 2010 to now
- Tennie EnterprisesJul 2002 to now
- Nextstep Financial Wellness, LLCJun 2019 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (WI).
Global View Capital Management LLC
$775.2MAssets managed
3,819Clients
101Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3236127
- Firm CRD
- 158292