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Derek Kohn Email & Phone Number

I'm an Investment Advisor Representative. I take a fiduciary responsibility to help my clients reach their goals & dreams. at Global View Capital Advisors
Location: Oshkosh, Wisconsin, United States 5 work roles 1 school
1 work email found @gvcaponline.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
Global View Capital Advisors
Role
I'm an Investment Advisor Representative. I take a fiduciary responsibility to help my clients reach their goals & dreams.
Location
Oshkosh, Wisconsin, United States
Company size
145 employees

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Quick answer

Derek Kohn is listed as I'm an Investment Advisor Representative. I take a fiduciary responsibility to help my clients reach their goals & dreams. at Global View Capital Advisors, a with 145 employees, based in Oshkosh, Wisconsin, United States. AeroLeads shows a work email signal at gvcaponline.com and a matched LinkedIn profile for Derek Kohn.

Derek Kohn previously worked as Executive Director at Global View Capital Advisors and Loan Officer at Ergo Bank. Derek Kohn studied at Markesan High School.

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Email format at Global View Capital Advisors

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{first_initial}{last}@gvcaponline.com
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AeroLeads found 1 current-domain work email signal for Derek Kohn. Compare company email patterns before reaching out.

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Profile bio

About Derek Kohn

As an Investment Advisor Representative at Global View Capital Advisors, I help 403(b) account holders grow and manage their 403(b) plans to grow their retirement funds more proactively to enjoy the fruit of their labor and live their dreamHave you found yourself having these feelings:❌ Worried about not having enough money in your 403(b) to enjoy retirement without the fear of running out of money and having to work to survive while you should be enjoying the fruit of your labor ❌ Carless about your 403(b) savings because you know that your investment options are limited and you feel that there is nothing that could be done to change this ❌Lost when it comes to understanding your financial situation simply because you don’t have the right educationPerhaps you don’t know where to start looking for a Trusted Advisor in the Financial Advisory, Life Insurance Agent, or Retirement Planning space.As an Investment Advisor Representative at Global View Capital Advisors, I can help you with✔ Feeling optimistic because of the growth prospects for your 403(b) as you move these funds from an employer-sponsored program to invest in a retirement plan with the freedom of a brokerage account✔ Being in control of your retirement savings while having the freedom of choice when it comes to investing those savings in a variety of options

Listed skills include Management and Customer Service.

Current workplace

Derek Kohn's current company

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Global View Capital Advisors
Global View Capital Advisors
I'm an Investment Advisor Representative. I take a fiduciary responsibility to help my clients reach their goals & dreams.
waukesha, wisconsin, united states
Website
gvcadvisors.com
Employees
145
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5 roles

Derek Kohn work experience

A career timeline built from the work history available for this profile.

Executive Director

Current
Global View Capital Advisors

933 North Mayfair Road Suite 301, Wauwatosa, Wi 53226

➤ WHAT WE DO:As your financial planning partner, we offer custom solutions to help realize your future goals. We understand your unique needs, providing tailored strategies for a brighter financial future. Together, we'll navigate the financial landscape, empowering you to achieve your dreams.➤ HOW WE DO IT:We collaborate closely with you, considering your goals, circumstances, and needs. Leveraging our comprehensive range of financial services, we're dedicated to guiding you through every aspect of your life's journey. We aim to ensure that every step you take is informed and aligned with your broader financial aspirations, providing a personalized pathway to success.➤ WHAT MAKES US DIFFERENT:As fiduciaries, we are committed to prioritizing our clients' needs and circumstances above all else. Our dedication involves acting in their best interest, ensuring that every decision and recommendation we make serves their financial well-being. We stand by our clients around the clock, offering unwavering support and guidance 24/7, to navigate the complexities of their financial landscapes together.✔ Want To Learn More?:☏ 920-291-6027✉ dkohn@gvcaponline.com https://www.gvcadvisors.com/ Financial Advisor | Life Insurance Agent| Retirement Planning

Nov 2011 - Present

Loan Officer

Ergo Bank

Markesan, Wi

Current Consumer Loan Officer

Jul 2015 - Dec 2020

Safety Officer / Worker

Precision Structures

Greater Milwaukee Area

Steel Construction of PEB's

Oct 1994 - Apr 2003

Builder 3Rd Class Petty Officer

Us Navy
Jun 1989 - Jun 1994
Team & coworkers

Colleagues at Global View Capital Advisors

Other employees you can reach at gvcadvisors.com. View company contacts for 145 employees →

JM Jane Myerly Jane Myerly Colleague at Global View Capital AdvisorsCharlotte, North Carolina, United States View → RD Randy Derbick Randy Derbick Colleague at Global View Capital AdvisorsWausau-Stevens Point Area, United States View → DC Deb Christensen Deb Christensen Colleague at Global View Capital AdvisorsPleasant Grove, Utah, United States View → JS Jim Sergi Jim Sergi Colleague at Global View Capital AdvisorsMorgan Hill, California, United States View → AG Andrew Goesl Andrew Goesl Colleague at Global View Capital AdvisorsTexarkana, Arkansas, United States View → DB Danna Briggs Danna Briggs Colleague at Global View Capital AdvisorsWichita, Kansas, United States View → AG Asha Gupta Asha Gupta Colleague at Global View Capital AdvisorsGermany View → DB Dan Berkoff Dan Berkoff Colleague at Global View Capital AdvisorsLos Angeles, California, United States View → MJ Mark Jackson Mark Jackson Colleague at Global View Capital AdvisorsVista, California, United States View → TW Terrence Wilson Terrence Wilson Colleague at Global View Capital AdvisorsPhiladelphia, Pennsylvania, United States View →
1 education record

Derek Kohn education

  • Markesan High School
    Markesan High School
FAQ

Frequently asked questions about Derek Kohn

Quick answers generated from the profile data available on this page.

What company does Derek Kohn work for?

Derek Kohn works for Global View Capital Advisors.

What is Derek Kohn's role at Global View Capital Advisors?

Derek Kohn is listed as I'm an Investment Advisor Representative. I take a fiduciary responsibility to help my clients reach their goals & dreams. at Global View Capital Advisors.

What is Derek Kohn's email address?

AeroLeads has found 1 work email signal at @gvcaponline.com for Derek Kohn at Global View Capital Advisors.

Where is Derek Kohn based?

Derek Kohn is based in Oshkosh, Wisconsin, United States while working with Global View Capital Advisors.

What companies has Derek Kohn worked for?

Derek Kohn has worked for Global View Capital Advisors, Ergo Bank, Heidel House Resort And Spa, Precision Structures, and Us Navy.

Who are Derek Kohn's colleagues at Global View Capital Advisors?

Derek Kohn's colleagues at Global View Capital Advisors include Jane Myerly, Randy Derbick, Deb Christensen, Jim Sergi, and Andrew Goesl.

How can I contact Derek Kohn?

You can use AeroLeads to view verified contact signals for Derek Kohn at Global View Capital Advisors, including work email, phone, and LinkedIn data when available.

What schools did Derek Kohn attend?

Derek Kohn studied at Markesan High School.

What skills is Derek Kohn known for?

Derek Kohn is listed with skills including Management and Customer Service.

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