Monica Mary Tennie
Investment Adviser Representative at Global VIEW Capital Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Monica Mary Tennie is an investment adviser representative with Global VIEW Capital Management LLC in Brookfield, WI, where they have been registered since 2014. They have worked in the securities industry since 2004 and have been registered with 4 firms, including The Strategic Financial Alliance and Investment Advisors International, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Wisconsin.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Tennie EnterprisesJul 2002 – no end date reportedHales Corners, WI
- Global VIEW Capital Management, LLCJan 2014 – no end date reportedWaukesha, WI
- Global VIEW Capital Insurance Services, LLCNov 2010 – no end date reportedWaukesha, WI
- Global VIEW Captial Advisors, LLCMay 2013 – no end date reportedWaukesha, WI
- Nextstep Financial Wellness, LLCJun 2019 – Sep 2023Brookfield, 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)
- 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
Client types the firm serves
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 profileOther advisors at Global VIEW Capital Management LLC
Showing 12 of 105 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Monica Mary Tennie 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.
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