Zachary Rohrer has been an investment adviser representative at Global View Capital Management since March 2015, 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 · 11 yearsBillings, MT · Adviser representative · Firm CRD 158292
Investment adviser representative registrations
Zachary Rohrer is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2015; the most recent is Texas, in August 2021.
- MontanaSince 11 March 2015
- TexasResidentSince 4 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 December 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 December 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 October 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Zachary Scott Rohrer
- CRD
- 5699128
- Firm
- Global View Capital Management · CRD 158292
- Office
- 225 N. 23RD STREET, SUITE A, Billings, MT 59101
- Registration
- Investment adviser registration
- In the industry since
- March 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Zachary Rohrer work?
Zachary Rohrer is an investment adviser representative registered through Global View Capital Management LLC since March 2015, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Rohrer a financial advisor?
Yes. Zachary Rohrer has a current investment-adviser registration in Montana and Texas, through Global View Capital Management since March 2015.
How many years of experience does Zachary Rohrer have?
Zachary Rohrer has 11 years in the financial industry, since March 2015, across 1 adviser firm.
What exams has Zachary Rohrer passed?
Zachary Rohrer has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in October 2009.
Where is Zachary Rohrer based?
Zachary Rohrer’s registered office is in Billings, MT.
Is Zachary Rohrer registered with FINRA?
No. Zachary Rohrer has no current broker registration.
How can I verify Zachary Rohrer’s record?
Search CRD 5699128 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Rohrer’s full registration record.
