Capital Investment Services of America Inc

Blaine Bancker is a CFP® and Series 65 registered financial advisor with seven years of industry experience. He has been with Capital Investment Services of America, Inc. since 2019 and previously spent three years at the University of Wisconsin-LaCrosse. Capital Investment Services of America provides discretionary portfolio management and financial planning to individuals, trusts, estates, endowments, nonprofits, retirement plans, and businesses. The firm employs a research-driven, team approach with tailored portfolios managed using individual stocks, bonds, and ETFs.

Mitchell Carlson is a CFP® and CFA® credentialed financial advisor with eight years of industry experience. He has been with Capital Investment Services of America, Inc. since 2018 and previously worked at Robert W Baird from 2016 to 2018. Capital Investment Services of America provides discretionary portfolio management and financial planning to individuals, trusts, estates, endowments, nonprofits, retirement plans, and businesses. The firm uses a research-driven, team approach with tailored portfolios consisting of individual stocks, bonds, and ETFs.

Jeffrey Allsop is a CFA® charterholder with 35 years of experience in the financial industry. He has been with Capital Investment Services of America Inc since 1990. Capital Investment Services of America provides discretionary portfolio management and financial planning to individuals, trusts, estates, endowments, non-profits, retirement plans, and businesses. The firm employs a research-driven, team-based approach with individualized portfolios managed through stocks, bonds, and ETFs.

Bradley Bodus is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Capital Investment Services of America Inc, having previously worked at IAG Wealth Partners and held roles at the University of Wisconsin-Platteville and Express Employment Temp Agency. Capital Investment Services of America provides discretionary portfolio management and financial planning services to individuals, trusts, estates, endowments, non-profits, retirement plans, and businesses. The firm employs a research-driven, team approach with customized portfolios using individual stocks, bonds, and ETFs.

Ameet Kamath is a financial advisor at Capital Investment Services of America Inc with 22 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with the firm since 2004. Capital Investment Services of America provides discretionary portfolio management and financial planning to individuals, trusts, estates, endowments, non-profits, retirement plans, and businesses. The firm employs a research-driven, team approach with individualized portfolios and active fixed-income management, overseeing over $1.3 billion in client assets across approximately 900 client relationships.

Ruth Benben is a Series 65-licensed advisor at Capital Investment Services of America Inc with 15 years of industry experience. She has been with the firm since 1989. Capital Investment Services of America provides discretionary portfolio management and financial planning to individuals, trusts, estates, endowments, non-profits, retirement plans, and businesses. The firm uses a research-driven, team approach with individualized portfolios managed through stocks, bonds, and ETFs.

Nicholas Newkirk is a financial advisor at Capital Investment Services of America Inc with two years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Milis Flatwork. His background also includes roles outside finance, such as at University of Wisconsin Oshkosh and Dlapa Construction. Capital Investment Services of America provides discretionary portfolio management and financial planning to individuals, trusts, estates, endowments, non-profits, retirement plans, and businesses. The firm uses a research-driven, team approach with individualized portfolios managed through stocks, bonds, and ETFs.

Steven Muzzey is a CFP® and Series 65-licensed advisor with four years of industry experience, currently with Capital Investment Services of America Inc. Prior to joining the firm, he worked at the University of Wisconsin and Lake Country Lutheran High School. Capital Investment Services of America provides discretionary portfolio management and financial planning to individuals, trusts, estates, endowments, non-profits, retirement plans, and businesses. The firm uses a research-driven, team approach with individualized portfolios managed through stocks, bonds, and ETFs.

Paul Muzzey is a CFA® charterholder with 35 years of industry experience, currently serving at Capital Investment Services of America Inc since 1989. He holds Series 63 and Series 65 licenses and is based in Milwaukee, WI. Capital Investment Services of America provides discretionary portfolio management and financial planning to a range of clients including individuals, trusts, estates, endowments, non-profits, retirement plans, and businesses. The firm employs a research-driven, team approach with individualized portfolios managed through stocks, bonds, and ETFs, and it is notable for disclosing performance results and maintaining a team of nine advisors overseeing over $1.3 billion in assets.