Charles Weigel has been an investment adviser representative at Global View Capital Management since December 2014, and is not listed among the firm’s executive officers or direct owners.
Global View Capital Management LLC is a Waukesha, WI firm with $775M under management, 3,819 clients and 107 advisers across 6 offices, as of its August 2026 filing.
- – present · 11 yearsArena, WI · Adviser representative · Firm CRD 158292
Investment adviser representative registrations
Charles Weigel is registered as an investment adviser representative in Wisconsin, since December 2014.
- WisconsinSince 24 December 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 December 2014 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 9 September 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 May 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 May 1993 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Charles Philip Weigel
- CRD
- 2338266
- Firm
- Global View Capital Management · CRD 158292
- Office
- Arena, WI
- Registration
- Investment adviser registration
- In the industry since
- December 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Charles Weigel work?
Charles Weigel is an investment adviser representative registered through Global View Capital Management LLC since December 2014, and is not listed among the firm’s executive officers or direct owners.
Is Charles Weigel a financial advisor?
Yes. Charles Weigel has a current investment-adviser registration in Wisconsin, through Global View Capital Management since December 2014.
How many years of experience does Charles Weigel have?
Charles Weigel has 11 years in the financial industry, since December 2014, across 1 adviser firm.
What exams has Charles Weigel passed?
Charles Weigel has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 65. The earliest, the Series 63, was passed in May 1993. FINRA credited Charles Weigel with the SIE, which began in October 2018.
Where is Charles Weigel based?
Charles Weigel’s registered office is in Arena, WI.
Is Charles Weigel registered with FINRA?
No. Charles Weigel has no current broker registration.
How can I verify Charles Weigel’s record?
Search CRD 2338266 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Weigel’s full registration record.
