Capital Investment Services Of America Inc.

Capital Investment Services Of America Inc. (CRD# 110639) is a financial advisory firm headquartered in Milwaukee, WI. They manage $611,989,680 in 572 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    612
    MILLION
  • Total Number of Accounts
    572
    ACCOUNTS
  • Average Account Value
    $1,069,912
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, IA, IL, LA, MI, MN, NC, NY, OH, TX, VA, WI

Financial Advisors at Capital Investment Services Of America Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Jeffrey N. Allsop
CRD#: 1188753
700 N Water St Ste 325, Milwaukee, WI 53202
96
Wealthminder
score

Jeffrey Allsop (CRD# 1188753) is an Investment Advisor Representative working at Capital Investment Services Of America Inc. in Milwaukee, WI and has over 33 years of experience in the finance industry.

2
Gregory L. Burd
CRD#: 4381819
700 N Water St Ste 325, Milwaukee, WI 53202
96
Wealthminder
score

Gregory Burd (CRD# 4381819) is an Investment Advisor Representative working at Capital Investment Services Of America Inc. in Milwaukee, WI and has over 16 years of experience in the finance industry.

3
Paul A. Muzzey
CRD#: 2121032
700 N Water St Ste 325, Milwaukee, WI 53202
96
Wealthminder
score

Paul Muzzey (CRD# 2121032) is an Investment Advisor Representative working at Capital Investment Services Of America Inc. in Milwaukee, WI and has over 25 years of experience in the finance industry.

4
David J. Andera
CRD#: 858634
700 N Water St Ste 325, Milwaukee, WI 53202
93
Wealthminder
score

David Andera (CRD# 858634) is an Investment Advisor Representative working at Capital Investment Services Of America Inc. in Milwaukee, WI and has over 37 years of experience in the finance industry.

5
Ruth A. Benben
CRD#: 4381808
700 N Water St Ste 325, Milwaukee, WI 53202
93
Wealthminder
score

Ruth Benben (CRD# 4381808) is an Investment Advisor Representative working at Capital Investment Services Of America Inc. in Milwaukee, WI and has over 6 years of experience in the finance industry.

6
Ameet L. Kamath
CRD#: 2344389
700 North Water Street, Suite 325, Milwaukee, WI 53202
93
Wealthminder
score

Ameet Kamath (CRD# 2344389) is an Investment Advisor Representative working at Capital Investment Services Of America Inc. in Milwaukee, WI and has over 18 years of experience in the finance industry.

7
Anne M. Kurtz
CRD#: 1321601
700 N Water St Ste 325, Milwaukee, WI 53202
90
Wealthminder
score

Anne Kurtz (CRD# 1321601) is an Investment Advisor Representative working at Capital Investment Services Of America Inc. in Milwaukee, WI and has over 4 years of experience in the finance industry.

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