Stephan Weidman has been an investment adviser representative at Global View Capital Management since September 2019, 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.
Stephan Weidman’s longest registration is the current one, 7 years at Global View Capital Management since 2019. Before joining Global View Capital Management in 2019, Stephan Weidman was registered through The Strategic Financial Alliance and Investment Advisors International, Inc.
- – present · 7 yearsWaukesha, WI · Adviser representative · Firm CRD 158292
- – · 3 yearsWaukesha, WI · Adviser representative · Firm CRD 158292
- The Strategic Financial Alliance– · 3 yearsWaukesha, WI · Adviser representative · Firm CRD 126514
- Investment Advisors International, Inc.– · 3 yearsWaukesha, WI · Adviser representative · Firm CRD 139233
Investment adviser representative registrations
Stephan Weidman is registered as an investment adviser representative in Wisconsin, since September 2019.
- WisconsinSince 17 September 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 December 2006 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 28 October 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 August 1991 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 July 1991 |
- 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
- Stephan Gerard Weidman
- CRD
- 2150577
- Firm
- Global View Capital Management · CRD 158292
- Office
- N14 W23833 STONE RIDGE DR - SUITE 350, Waukesha, WI 53188
- Registration
- Investment adviser registration
- In the industry since
- December 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephan Weidman work?
Stephan Weidman is an investment adviser representative registered through Global View Capital Management LLC since September 2019, and is not listed among the firm’s executive officers or direct owners.
Is Stephan Weidman a financial advisor?
Yes. Stephan Weidman has a current investment-adviser registration in Wisconsin, through Global View Capital Management since September 2019.
How many years of experience does Stephan Weidman have?
Stephan Weidman has 17 years in the financial industry, since December 2008, across 3 adviser firms.
What exams has Stephan Weidman passed?
Stephan Weidman has passed 4 licensing exams: the Series 63, Series 6, Series 26 and Series 65. The earliest, the Series 63, was passed in July 1991.
Where did Stephan Weidman work before Global View Capital Management?
Before Global View Capital Management, Stephan Weidman was registered through Global View Capital Management, LTD, January 2014 to October 2017; The Strategic Financial Alliance, November 2010 to December 2013; Investment Advisors International, Inc., January 2007 to November 2010.
Where is Stephan Weidman based?
Stephan Weidman’s registered office is in Waukesha, WI.
Is Stephan Weidman registered with FINRA?
No. Stephan Weidman has no current broker registration.
How can I verify Stephan Weidman’s record?
Search CRD 2150577 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephan Weidman’s full registration record.
