If it’s important to you, it’s important to us.
An Investment in Wisconsin
Founded and headquartered in Wisconsin, Global View Capital Advisors has always focused on the people who live in our beautiful state. That means digging deep to truly understand their problems as well as their objectives for both the short- and long-term future. We also understand that it’s easy to feel alone when it comes to finance, or like no one is on your side and willing to lend an honest, helpful hand. This community is our priority, and when one rises, we all rise. That’s why our mission is to foster an environment where you feel comfortable discussing your pain points and working to find solutions that position you to achieve even your loftiest goals. This is about you, and we work hard to ensure that you’re heard and cared for in a way that only Wisconsin could.
Your Path to Financial Freedom
The biggest problem we find with new clients is that they don’t know where to begin. That’s why our process outlines a clear path with a starting point that simply makes sense when looking to achieve a goal. Whether you’re just getting started in your career, you’re ramping up toward retirement or you’re looking to find more avenues to develop your approach to your finances, our process can give you direction that accounts for every aspect of your life. Learn more about the six steps on Your Path to Financial Freedom below!
Want to Know a Secret?
As much as we wish we could, we can’t just snap our fingers and grow your portfolio to where you’d like it to be. We can, however, share a few tips and tricks we’ve acquired over the course of decades in the industry, giving you insight into what it takes to achieve your goals and live the life you deserve. Download our FREE guide that spills the 10 best-kept secrets to building and protecting your wealth. Then, give us a call and let us help you unlock them with a strategy that puts you on the right path!
Navigating
the Path
In each step of our process, we assess your current standing, your ideal destination and the tools we have at our fingertips that can help you bridge the gap. That’s where our services come in, as utilities in our process that give us options based on our various licenses, designations and professional connections. Each piece is about operating at peak efficiency to give you the confidence that you and your family are protected and on track to construct the lifestyle you’ve always dreamed of.
A Foundation Built in Markesan
Markesan isn’t just where Derek Kohn works; it’s the city he holds closest to his heart, and the ties his family has to the area have bound him to those who live here. Now, he takes great pride in not just his fiduciary duty and creating custom investment strategies but also his ability to guide you on Your Path to Financial Freedom. Simple yet flexible, he believes that the process is all-encompassing and helps his clients reach their goals, the part of his job that feels the most rewarding. Meet Derek below and learn he leverages his process to keep your portfolio in check and position you for future success!
Blog, Videos & Whitepapers
Even as financial advisors with a fiduciary responsibility, we know that money isn’t everything. It’s merely a tool we use to help us bring what’s actually important to life. Unfortunately, it can feel impossible to make those dreams a reality without direction and information. That’s why we aim to be a resource for each of our clients and neighbors in the Markesan area. Our blog can help you stay up to date on the latest information, news and strategies affecting your financial plan. Read each of our posts below!
More News, Downloadables & Information
Download our Free Guide
The 10 Best-Kept Secrets to Building Wealth. A few tips and tricks, giving you insight into what it takes to achieve your goals and live the life you deserve.
Address:
933 North Mayfair Rd., Suite 301
Wauwatosa, WI 53226
– DIRECTIONS –
Contact Information:
Phone:(920) 291-6027
Fax: (414) 433-1831
dkohn@gvcaponline.com
Global View Capital Management (GVCM) is an affiliate of Global View Capital Advisors (GVCA). GVCM is a SEC Registered Investment Advisory firm, headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188. 262-650-1030. Derek Kohn is an Investment Adviser Representative (“Adviser”) with GVCM. Additional information can be found at www.adviserinfo.sec.gov.
Global View Capital Insurance Services (GVCI) is an affiliate of Global View Capital Advisors (GVCA). GVCI services offered through Experior Financial Group, ASH Brokerage, and/or PKS Financial. GVCI is headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262-650-1030 Derek Kohn is an Insurance Agent of GVCI.
