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Principal · Capital Investment Services of America Inc

Mia K. Potter

CRD 7836003 · Named on Form ADV at one SEC-registered adviser

At a glance

Capital Investment Services of America Inc, an SEC-registered wealth manager based in Milwaukee, WI with $1.3 billion in regulatory assets, lists Mia K. Potter on its Form ADV as Principal.

Firms and roles

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Mia’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Mia on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.