Joel Paetznick has been an investment adviser representative at Global View Capital Management since January 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.
Joel Paetznick’s longest registration is the current one, 12 years at Global View Capital Management since 2014. Before joining Global View Capital Management in 2014, Joel Paetznick was registered through The Strategic Financial Alliance and Investment Advisors International, Inc.
- – present · 12 yearsWausau, WI · Adviser representative · Firm CRD 158292
- The Strategic Financial Alliance– · 3 yearsSchofield, WI · Adviser representative · Firm CRD 126514
- Investment Advisors International, Inc.– · 1 yearWausau, WI · Adviser representative · Firm CRD 139233
Investment adviser representative registrations
Joel Paetznick is registered as an investment adviser representative in Wisconsin, since January 2014.
- WisconsinSince 2 January 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 9 September 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 8 September 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 July 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joel Edward Paetznick
- CRD
- 5675719
- Firm
- Global View Capital Management · CRD 158292
- Office
- 207 GRAND AVENUE, Wausau, WI 54403
- Registration
- Investment adviser registration
- In the industry since
- October 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Joel Paetznick work?
Joel Paetznick is an investment adviser representative registered through Global View Capital Management LLC since January 2014, and is not listed among the firm’s executive officers or direct owners.
Is Joel Paetznick a financial advisor?
Yes. Joel Paetznick has a current investment-adviser registration in Wisconsin, through Global View Capital Management since January 2014.
How many years of experience does Joel Paetznick have?
Joel Paetznick has 17 years in the financial industry, since October 2009, across 3 adviser firms.
What exams has Joel Paetznick passed?
Joel Paetznick has passed 3 licensing exams: the Series 6, Series 65 and Series 63. The earliest, the Series 6, was passed in July 2009. FINRA credited Joel Paetznick with the SIE, which began in October 2018.
Where did Joel Paetznick work before Global View Capital Management?
Before Global View Capital Management, Joel Paetznick was registered through The Strategic Financial Alliance, November 2010 to December 2013; Investment Advisors International, Inc., October 2009 to November 2010.
Where is Joel Paetznick based?
Joel Paetznick’s registered office is in Wausau, WI.
Is Joel Paetznick registered with FINRA?
No. Joel Paetznick has no current broker registration.
How can I verify Joel Paetznick’s record?
Search CRD 5675719 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joel Paetznick’s full registration record.
