Financial ADVSR advisor directory · SEC adviser records
Capital Investment Services Of America Inc. financial advisors in Milwaukee, WI
Every SEC-registered investment adviser representative at a Capital Investment Services Of America Inc. office in Milwaukee, A to Z.
The short answer
8 registered advisors work at Capital Investment Services Of America Inc. in Milwaukee, out of 8 at the firm nationwide; it ranks number 21 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Capital Investment Services Of America Inc. advisors in Milwaukee, A to Z
Every Capital Investment Services Of America Inc. advisor →- Jeffrey N. AllsopChartered Financial Analyst
- Blaine E. BanckerCertified Financial Planner
- Ruth A. BenbenInvestment adviser rep
- Mitchell W. CarlsonCertified Financial Planner, Chartered Financial Analyst
- Ameet L. KamathInvestment adviser rep
- Paul A. MuzzeyChartered Financial Analyst
- Steven L. MuzzeyCertified Financial Planner
- Nicholas NewkirkInvestment adviser rep
Capital Investment Services Of America Inc. advisors in every city and state →Capital Investment Services Of America Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Milwaukee
All Milwaukee advisors →Robert W. Baird & Co. Incorporated 379Northwestern Mutual Investment Services, LLC 112Morgan Stanley 38Johnson Wealth Inc. 37J.P. Morgan Securities LLC 34Wells Fargo Clearing Services, LLC 31RBC Capital Markets, LLC 30Equitable Advisors, LLC 23Osaic Wealth, Inc. 23Russell Investments 21Landaas & Company 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 17
Questions
How many financial advisors does Capital Investment Services Of America Inc. have in Milwaukee?
8 investment adviser representatives are registered at Capital Investment Services Of America Inc. offices in Milwaukee, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Capital Investment Services Of America Inc. one of the largest advisor employers in Milwaukee?
Capital Investment Services Of America Inc. ranks number 21 in Milwaukee by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 379.
How do I check a Capital Investment Services Of America Inc. advisor in Milwaukee?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.