David Tonaszuck has been an investment adviser representative at Global View Capital Management since April 2026, and is not listed among the firm’s executive officers or direct owners. David Tonaszuck holds a Joint Master of Science from the School of Engineering and Sloan School of Management, Massachusetts Institute of Technology.
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.
David Tonaszuck is Owner/President of Oak and Shield Wealth Management and an investment adviser representative of Global View Capital Management. He has worked as a market technician and portfolio manager. His work with clients centres on financial and retirement income planning, including systematic withdrawal strategies for the decumulation phase.
David Tonaszuck’s longest registration was 3 years at LPL Financial LLC (2015–2018). Before joining Global View Capital Management in 2026, David Tonaszuck was registered through LPL Financial LLC.
- – present · under a yearMarshfield, MA · Adviser representative · Firm CRD 158292
- LPL Financial LLC– · 3 yearsBoston, MA · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
David Tonaszuck is registered as an investment adviser representative in Massachusetts, since April 2026.
- MassachusettsSince 23 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 8 January 2026 |
| SIE | Securities Industry Essentials Examination | 24 November 2025 |
| Series 65 | Uniform Investment Adviser Law Examination | 6 February 2023 |
| Series 66 | Uniform Combined State Law Examination | 15 August 2014 |
| Series 7 | General Securities Representative Examination | 21 December 2011 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Michael Tonaszuck
- CRD
- 5500114
- Firm
- Global View Capital Management · CRD 158292
- Office
- 1025 PLAIN STREET, SUITE 1, Marshfield, MA 02050
- Registration
- Investment adviser registration
- In the industry since
- July 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oakandshieldwealthmanagement.com
Where does David Tonaszuck work?
David Tonaszuck is an investment adviser representative registered through Global View Capital Management LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is David Tonaszuck a financial advisor?
Yes. David Tonaszuck has a current investment-adviser registration in Massachusetts, through Global View Capital Management since April 2026.
How many years of experience does David Tonaszuck have?
David Tonaszuck has 7 years in the financial industry, since July 2019, across 2 adviser firms.
What exams has David Tonaszuck passed?
David Tonaszuck has passed 5 licensing exams: the Series 7, Series 66, Series 65, SIE and Series 63. The earliest, the Series 7, was passed in December 2011.
Where did David Tonaszuck work before Global View Capital Management?
Before Global View Capital Management, David Tonaszuck was registered through LPL Financial LLC, September 2015 to September 2018.
Where is David Tonaszuck based?
David Tonaszuck’s registered office is in Marshfield, MA.
Is David Tonaszuck registered with FINRA?
No. David Tonaszuck has no current broker registration.
How can I verify David Tonaszuck’s record?
Search CRD 5500114 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Tonaszuck’s full registration record.
