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Charles Philip Weigel

Investment Adviser Representative at Global VIEW Capital Management LLC

Arena, WICRD #2338266Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Charles Philip Weigel is an investment adviser representative with Global VIEW Capital Management LLC in Arena, WI, where they have been registered since 2014, the year they entered the securities industry. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Wisconsin.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/24/2014
Series 63
Uniform Securities Agent State Law Examination
Passed 5/6/1993
SIE
Securities Industry Essentials Examination
Passed 12/24/2014
Series 7
General Securities Representative Examination
Passed 9/9/1994
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/6/1993

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Global VIEW Capital Management LLCCurrent
12/24/2014 – Arena, WI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Weigel & Associates
    Jun 1983 – no end date reportedArena, WI
  2. Global VIEW Capital Management, LLC
    Dec 2014 – no end date reportedWaukesha, WI
  3. Globel VIEW Capital Insurance Services, LLC
    Feb 2015 – no end date reportedWaukesha, WI
  4. Global VIEW Capital Advisors, LLC
    Oct 2014 – no end date reportedWaukesha, WI

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Global VIEW Capital Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$2,000 (waivable)
Firm's annual rate schedule by assets
  • Up to $500,0001.00%
  • $500,001 - $999,9990.75%
  • $1,000,000 and Above0.50%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
105
Offices listed on AdvisorFinder:
7
Main office:
Waukesha, WI
SEC file number:
801-72887

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 25, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charles Philip Weigel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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