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Nicholas Newkirk

Capital Investment Services Of America Inc

Milwaukee, WI

CRD 7635118

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Employer firm

Capital Investment Services Of America Inc CRD 110639

$1.31B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Capital Investment Services Of America Inc

111 E. Wisconsin Ave, Suite 1310, Milwaukee, WI 53202 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-06-04
  • WI RA
    APPROVED
    Since 2024-06-04

Branch Locations

111 E. Wisconsin Ave, Suite 1310, Milwaukee, WI 53202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Oshkosh WI 09/2022 12/2023
Milis Flatwork Kaukauna WI 06/2022 08/2022
Dlapa Construction Cedar Grove WI 06/2018 08/2021
Gasser Farms Belgium WI 05/2017 08/2019
University Of Wisconsin Oshkosh Oshkosh WI 09/2019 05/2023
Unemployed Cedar Grove WI 05/2013 05/2017
Capital Investment Services Of America, Inc. Milwaukee WI 01/2024 Present
  • 09/2022 → 12/2023
    Ameriprise Financial Services, Llc
    Oshkosh, WI
  • 06/2022 → 08/2022
    Milis Flatwork
    Kaukauna, WI
  • 06/2018 → 08/2021
    Dlapa Construction
    Cedar Grove, WI
  • 05/2017 → 08/2019
    Gasser Farms
    Belgium, WI
  • 09/2019 → 05/2023
    University Of Wisconsin Oshkosh
    Oshkosh, WI
  • 05/2013 → 05/2017
    Unemployed
    Cedar Grove, WI
  • 01/2024 → Present
    Capital Investment Services Of America, Inc.
    Milwaukee, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-22
  • S66 Uniform Combined State Law Examination
    2023-07-22

View on SEC IAPD

Nearby Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC

Nearby Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON

Nearby Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI

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