Jonathan M. Riesch
Investment adviser representative at Global View Capital Management LLC
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Riesch Finance LLCDec 2025 to now
- Global View Capital Management, LLCMay 2024 to now
- Global View Capital Advisors, LLCMay 2024 to now
- Global View Capital Insurance Services, LLCMay 2024 to now
- Fidelity InvestmentsSep 2022 to Mar 2024
- Equitable Advisors, LLCJul 2021 to Aug 2022
- UnemployedMar 2021 to Jul 2021
- State Bank of the LakesFeb 2019 to Mar 2021
- UnemployedJun 2018 to Feb 2019
- Marine Credit UnionMay 2017 to Jun 2018
- Universtity of Wisconsin - WhitewaterSep 2012 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 7406357
- Firm CRD
- 158292