Unclaimed Profile

Anne Marie Kurtz

CAPITAL INVESTMENT SERVICES OF AMERICA INC·MILWAUKEE, Wisconsin

Series 65Clean record14 years registeredCAPITAL INVESTMENT SERVICES OF AMERICA INC

111 E. WISCONSIN AVE, SUITE 1310, MILWAUKEE, WI 53202CRD# 1321601Firm CRD# 110639

Profile Verification

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

Identity

Anne Marie Kurtz · MILWAUKEE, WI

Registration

CRD #1321601 · CAPITAL INVESTMENT SERVICES OF AMERICA INC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPITAL INVESTMENT SERVICES OF AMERICA INC

CAPITAL INVESTMENT SERVICES OF AMERICA INC

Dec 2011 – Mar 2021

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 20, 2011

Years registered · 14

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 Anne Marie Kurtz offer?

Anne Marie Kurtz specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Anne Marie Kurtz's credentials?

Anne Marie Kurtz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anne Marie Kurtz located?

Anne Marie Kurtz is based in MILWAUKEE, Wisconsin, last registered with CAPITAL INVESTMENT SERVICES OF AMERICA INC.

How does Anne Marie Kurtz charge for services?

Anne Marie Kurtz'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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