Capital Investment Services of America, Inc. Employee Directory

Financial ServicesUnited States11-50 Employees

Capital Investment Services of America, Inc. is an employee-owned Milwaukee-based investment advisor that serves high-net-worth individuals, trusts, businesses, and charitable organizations. We build custom-tailored investment portfolios to achieve our client’s individual financial objectives.

Our firm is a registered investment advisor with the SEC.

Find Capital Investment Services of America, Inc. employees' phone numbers or email addresses

Capital Investment Services of America, Inc. Global Highlights

North America
64

United States Of America
64

Capital Investment Services of America, Inc.'s Leadership

K. F.
President
Mobile Phone
Email
M. P.
Head Of Accounting And Financial Recordkeeping
Mobile Phone
Email
R. B.
Principal/Cco
Mobile Phone
Email
R. G.
Managing Partner
Mobile Phone
Email
B. L.
Managing Partner
Mobile Phone
Email
M. Z.
Chairman
Mobile Phone
Email
A. D.
Vice President/Financial Advisor
Mobile Phone
Email
R. H.
Vice President/Investments
Mobile Phone
Email

Contact profiles from Capital Investment Services of America, Inc.

Name

Title

Contact Info

Location

Last Update

R. B.
Principal/Cco
Mobile Phone
Email
United StatesWisconsin
Nov 10, 2025
R. G.
Managing Partner
Mobile Phone
Email
United StatesNew York
Sep 10, 2025
B. L.
Managing Partner
Mobile Phone
Email
United StatesMississippi
Feb 18, 2025
M. Z.
Chairman
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
K. F.
President
Mobile Phone
Email
United StatesFlorida
Nov 06, 2025
A. D.
Vice President/Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Jul 26, 2024
M. P.
Head Of Accounting And Financial Recordkeeping
Mobile Phone
Email
Oct 23, 2024
R. H.
Vice President/Investments
Mobile Phone
Email
United StatesNew York
Oct 23, 2024
S. M.
Senior Vice President
Mobile Phone
Email
Oct 16, 2024
V. A.
Sr. VP
Mobile Phone
Email
United StatesRhode Island
Oct 18, 2024

Frequently Asked Questions

What is Capital Investment Services of America, Inc. known for?

Capital Investment Services of America, Inc. was founded in 1981 operates in the Financial Services industry. The company's main headquarters is located in 111 E Wisconsin Ave, Suite 1310 Milwaukee, Wisconsin 53202, US; you can contact the main corporate office by phone at

+1-414-278-****

. Explore Capital Investment Services of America, Inc.'s company overview page for more information.

What is Capital Investment Services of America, Inc.'s most common email format?

Capital Investment Services of America, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capital Investment Services of America, Inc. email formats with LeadIQ.

How many employees does Capital Investment Services of America, Inc. have currently?

Capital Investment Services of America, Inc. has approximately 13 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Capital Investment Services of America, Inc.'s key employees and leadership?

As of December 2025, Capital Investment Services of America, Inc.'s key employees include:

President: K. F.
Head Of Accounting And Financial Recordkeeping: M. P.
Principal/Cco: R. B.
Managing Partner: R. G.
Managing Partner: B. L.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking