Christina M. Lopes-serrao
Investment adviser representative at Global View Capital Management LLC
10 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
10 years in the industry.
- O&e Financial LLCJun 2025 to now
- Global View Capital Management, LLCApr 2022 to now
- Global View Capital Insurance Services, LLCApr 2022 to now
- Global View Capital Advisors, LLCMar 2022 to now
- Reierson FinancialMar 2021 to Jun 2025
- UnemployedNov 2020 to Feb 2021
- Vizion Design GroupDec 2019 to Nov 2020
- Wisconsin Physicians ServiceNov 2019 to Dec 2019
- Radloff Appraisal ServiceAug 2019 to Nov 2019
- Vizion Design GroupFeb 2018 to Aug 2019
- UnemployedNov 2017 to Jan 2018
- Badger PharmacyOct 2017 to Oct 2017
- UnemployedJul 2017 to Oct 2017
- Advance Scene InvestigationsJun 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7530957
- Firm CRD
- 158292