Edward Thiessen has been an investment adviser representative at Global View Capital Management since September 2023, and is not listed among the firm’s executive officers or direct owners. Edward Thiessen studied at Corn Bible Academy, Southwestern Oklahoma State University and Grace College of the Bible.
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.
Ed Thiessen is Financial Advisor of Southwest Financial Advisory Group in Edmond, Oklahoma, and an investment adviser representative of Global View Capital Management. After more than 40 years personally serving clients while also supporting more than 1,000 agents, brokers and advisors as a wholesaler, he now works solely with his own clients.
Edward Thiessen’s longest registration was 16 years at Investment Advisors (1996–2012). Before joining Global View Capital Management in 2023, Edward Thiessen was registered through Oneamerica Securities, Inc. and Investment Advisors.
- – present · 3 yearsEdmond, OK · Adviser representative · Firm CRD 158292
- Oneamerica Securities, Inc.– · 10 yearsEdmond, OK · Adviser representative · Firm CRD 4173
- Investment Advisors– · 16 yearsEdmond, OK · Adviser representative · Firm CRD 15708
Designations and memberships
Listed by Global View Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Advisor in Philanthropy (CAP®)
- Life Underwriter Training Council Fellow (LUTCF)
Investment adviser representative registrations
Edward Thiessen is registered as an investment adviser representative in 2 states. Each was approved in September 2023.
- OklahomaSince 25 September 2023
- TexasSince 25 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 31 August 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 August 1983 |
| Series 7 | General Securities Representative Examination | 16 July 1983 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Edward James Thiessen
- CRD
- 1160071
- Firm
- Global View Capital Management · CRD 158292
- Office
- 2524 NORTH BROADWAY, SUITE 315, Edmond, OK 73034
- Registration
- Investment adviser registration
- In the industry since
- August 1983
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- swfinancial.com
Where does Edward Thiessen work?
Edward Thiessen is an investment adviser representative registered through Global View Capital Management LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Edward Thiessen a financial advisor?
Yes. Edward Thiessen has a current investment-adviser registration in Oklahoma and Texas, through Global View Capital Management since September 2023.
How many years of experience does Edward Thiessen have?
Edward Thiessen has 43 years in the financial industry, since August 1983, across 3 adviser firms.
What exams has Edward Thiessen passed?
Edward Thiessen has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in July 1983. FINRA credited Edward Thiessen with the SIE, which began in October 2018.
Where did Edward Thiessen work before Global View Capital Management?
Before Global View Capital Management, Edward Thiessen was registered through Investment Advisors, March 1996 to December 2012.
Where is Edward Thiessen based?
Edward Thiessen’s registered office is in Edmond, OK.
Is Edward Thiessen registered with FINRA?
No. Edward Thiessen has no current broker registration.
Is Edward Thiessen a CFP?
Global View Capital Management lists Edward Thiessen with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Edward Thiessen’s record?
Search CRD 1160071 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Thiessen’s full registration record.
