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Financial ADVSR advisor directory · SEC adviser records

Capital Investment Services Of America Inc. financial advisors in Wisconsin

Every SEC-registered investment adviser representative at a Capital Investment Services Of America Inc. office in Wisconsin, by city and A to Z.

The short answer

8 registered advisors work at Capital Investment Services Of America Inc. in Wisconsin, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in Milwaukee (8). 3 list the CFP designation and 0 are also registered broker representatives.

Capital Investment Services Of America Inc. advisors by city in Wisconsin

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Milwaukee 8

Capital Investment Services Of America Inc. advisors in Wisconsin, A to Z

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Questions

How many Capital Investment Services Of America Inc. financial advisors are in Wisconsin?

8 investment adviser representatives are registered at Capital Investment Services Of America Inc. offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Wisconsin does Capital Investment Services Of America Inc. have the most advisors?

Milwaukee, with 8. Capital Investment Services Of America Inc. has advisors in 1 city in Wisconsin.

How do I check a Capital Investment Services Of America Inc. advisor in Wisconsin?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Capital Investment Services Of America Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.