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Bradley Edward Bodus

Capital Investment Services Of America Inc

Milwaukee, WI

CRD 6694895

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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
AZ RA APPROVED 2026-02-19
IL RA APPROVED 2026-01-23
IA RA APPROVED 2026-01-23
TX RA APPROVED 2026-01-23
WA RA APPROVED 2026-01-23
WI RA APPROVED 2024-06-24
  • AZ RA
    APPROVED
    Since 2026-02-19
  • IL RA
    APPROVED
    Since 2026-01-23
  • IA RA
    APPROVED
    Since 2026-01-23
  • TX RA
    APPROVED
    Since 2026-01-23
  • WA RA
    APPROVED
    Since 2026-01-23
  • WI RA
    APPROVED
    Since 2024-06-24

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
Capital Investment Services Of America, Inc. Milwaukee WI 05/2023 Present
Iag Wealth Partners Waukesha WI 08/2020 05/2023
Express Employment Temp Agency Platteville WI 05/2016 07/2020
University Of Wisconsin-Platteville Platteville WI 05/2016 07/2020
  • 05/2023 → Present
    Capital Investment Services Of America, Inc.
    Milwaukee, WI
  • 08/2020 → 05/2023
    Iag Wealth Partners
    Waukesha, WI
  • 05/2016 → 07/2020
    Express Employment Temp Agency
    Platteville, WI
  • 05/2016 → 07/2020
    University Of Wisconsin-Platteville
    Platteville, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-15
  • S65 Uniform Investment Adviser Law Examination
    2023-11-15
Designations
  • Certified Financial Planner

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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