Philip Schweik has been an investment adviser representative at Global View Capital Management since October 2017, 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 · 9 yearsWausau, WI · Adviser representative · Firm CRD 158292
Investment adviser representative registrations
Philip Schweik is registered as an investment adviser representative in Wisconsin, since October 2017.
- WisconsinSince 4 October 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 September 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Philip Anthony Schweik
- CRD
- 6862078
- Firm
- Global View Capital Management · CRD 158292
- Office
- 207 GRAND AVENUE, Wausau, WI 54403
- Registration
- Investment adviser registration
- In the industry since
- October 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Philip Schweik work?
Philip Schweik is an investment adviser representative registered through Global View Capital Management LLC since October 2017, and is not listed among the firm’s executive officers or direct owners.
Is Philip Schweik a financial advisor?
Yes. Philip Schweik has a current investment-adviser registration in Wisconsin, through Global View Capital Management since October 2017.
How many years of experience does Philip Schweik have?
Philip Schweik has 9 years in the financial industry, since October 2017, across 1 adviser firm.
What exams has Philip Schweik passed?
Philip Schweik passed the Series 65 in September 2017.
Where is Philip Schweik based?
Philip Schweik’s registered office is in Wausau, WI.
Is Philip Schweik registered with FINRA?
No. Philip Schweik has no current broker registration.
How can I verify Philip Schweik’s record?
Search CRD 6862078 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Philip Schweik’s full registration record.
