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Capital Investment Services of America, Inc. logo

Capital Investment Services of America, Inc. Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

Capital Investment Services of America, Inc. is an employee-owned advisory firm based in Milwaukee, Wisconsin. The firm serves affluent individuals, trusts, businesses, and charitable organizations by designing customized portfolios aimed at meeting each client's financial objectives. It operates within the financial services sector and is registered with the U.S. Securities and Exchange Commission as an advisory firm.

It focuses on bespoke portfolio construction aligned with each client's objectives. The firm operates as a small, locally based practice in Milwaukee, serving a diverse mix of affluent individuals, trusts, businesses, and charitable organizations.

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

Capital Investment Services of America, Inc. Global Highlights

Location
Employees

North America
59

Minus sign iconPlus sign icon
  • United States Of America
    59

Capital Investment Services of America, Inc.'s Leadership

  • Stylized image of a person
    M. P.
    Head Of Accounting And Financial Recordkeeping
    Mobile Phone
  • Stylized image of a person
    S. M.
    Senior Vice President
    Mobile Phone
  • Stylized image of a person
    S. M.
    Associate
    Mobile Phone
  • Stylized image of a person
    M. S. S.
    Wealth Advisor
    Mobile Phone
  • Stylized image of a person
    T. R.
    Wealth Advisor
    Mobile Phone

Capital Investment Services of America, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Capital Investment Services of America, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. P.
    Head Of Accounting And Financial Recordkeeping
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    S. M.
    Senior Vice President
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    S. M.
    Associate
    Mobile Phone
    Aug 06, 2026
  • Stylized image of a person
    M. S. S.
    Wealth Advisor
    Mobile Phone
    Aug 03, 2024
  • Stylized image of a person
    T. R.
    Wealth Advisor
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

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

Minus sign iconPlus sign iconCapital Investment Services of America, Inc. was founded in 1981 operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconCapital 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?

Minus sign iconPlus sign iconCapital Investment Services of America, Inc. has approximately 13 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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As of August 2026, Capital Investment Services of America, Inc.'s key employees include:

  • Head Of Accounting And Financial Recordkeeping: M. P.
  • Senior Vice President: S. M.
  • Associate: S. M.
  • Wealth Advisor: M. S. S.
  • Wealth Advisor: T. R.

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