Unclaimed Profile

Ameet Laxman Kamath

CAPITAL INVESTMENT SERVICES OF AMERICA INC·MILWAUKEE, Wisconsin

Series 6, Series 7, Series 63, Series 65Clean record25 years registeredCAPITAL INVESTMENT SERVICES OF AMERICA INC

111 E. WISCONSIN AVE, SUITE 1310, MILWAUKEE, WI 53202CRD# 2344389Firm CRD# 110639

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ameet Laxman Kamath · MILWAUKEE, WI

Registration

CRD #2344389 · CAPITAL INVESTMENT SERVICES OF AMERICA INC · 25 years registered

Brand Profile

Not yet started

Career History

CAPITAL INVESTMENT SERVICES OF AMERICA INC

Feb 2005 – present

OARSMAN CAPITAL, INC

Feb 2001 – Aug 2002

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 8, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL INVESTMENT SERVICES OF AMERICA INC

CRD 110639 · SEC 801-15052

AUM

$1.2B

Regulatory assets under management

Employees

888 client accounts

Services offered by CAPITAL INVESTMENT SERVICES OF AMERICA INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CAPITAL INVESTMENT SERVICES OF AMERICA INC →

Introduction

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Frequently Asked Questions

What services does Ameet Laxman Kamath offer?

Ameet Laxman Kamath specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Ameet Laxman Kamath's credentials?

Ameet Laxman Kamath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ameet Laxman Kamath located?

Ameet Laxman Kamath is based in MILWAUKEE, Wisconsin, working with CAPITAL INVESTMENT SERVICES OF AMERICA INC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Ameet Laxman Kamath charge for services?

Ameet Laxman Kamath's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL INVESTMENT SERVICES OF AMERICA INC?

CAPITAL INVESTMENT SERVICES OF AMERICA INC has approximately 9 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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