Karen Danczyk 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.
Karen Danczyk’s longest registration is the current one, 12 years at Global View Capital Management since 2014. Before joining Global View Capital Management in 2014, Karen Danczyk 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 yearsMosinee, WI · Adviser representative · Firm CRD 126514
- Investment Advisors International, Inc.– · 4 yearsMosinee, WI · Adviser representative · Firm CRD 139233
- Intersecurities, Inc.– · 1 yearMosinee, WI · Adviser representative · Firm CRD 16164
Investment adviser representative registrations
Karen Danczyk 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 65 | Uniform Investment Adviser Law Examination | 29 March 2005 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 11 January 1990 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 April 1986 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 March 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Karen Jean Danczyk
- CRD
- 1456834
- Firm
- Global View Capital Management · CRD 158292
- Office
- 215 GRAND AVENUE, Wausau, WI 54403
- Registration
- Investment adviser registration
- In the industry since
- April 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Karen Danczyk work?
Karen Danczyk 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 Karen Danczyk a financial advisor?
Yes. Karen Danczyk has a current investment-adviser registration in Wisconsin, through Global View Capital Management since January 2014.
How many years of experience does Karen Danczyk have?
Karen Danczyk has 21 years in the financial industry, since April 2005, across 4 adviser firms.
What exams has Karen Danczyk passed?
Karen Danczyk has passed 4 licensing exams: the Series 63, Series 6, Series 26 and Series 65. The earliest, the Series 63, was passed in March 1986. FINRA credited Karen Danczyk with the SIE, which began in October 2018.
Where did Karen Danczyk work before Global View Capital Management?
Before Global View Capital Management, Karen Danczyk was registered through The Strategic Financial Alliance, November 2010 to December 2013; Investment Advisors International, Inc., July 2006 to November 2010; Intersecurities, Inc., April 2005 to August 2006.
Where is Karen Danczyk based?
Karen Danczyk’s registered office is in Wausau, WI.
Is Karen Danczyk registered with FINRA?
No. Karen Danczyk has no current broker registration.
How can I verify Karen Danczyk’s record?
Search CRD 1456834 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Karen Danczyk’s full registration record.
