Unclaimed Profile

Jeffrey Nichols Allsop

CAPITAL INVESTMENT SERVICES OF AMERICA INC·MILWAUKEE, Wisconsin

Series 7, Series 24, Series 63, Series 65Clean record35 years registeredCAPITAL INVESTMENT SERVICES OF AMERICA INC

111 E. WISCONSIN AVE, SUITE 1310, MILWAUKEE, WI 53202CRD# 1188753Firm CRD# 110639

Profile Verification

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

Identity

Jeffrey Nichols Allsop · MILWAUKEE, WI

Registration

CRD #1188753 · CAPITAL INVESTMENT SERVICES OF AMERICA INC · 35 years registered

Brand Profile

Not yet started

Career History

CAPITAL INVESTMENT SERVICES OF AMERICA INC

Apr 1991 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 15, 1991

Years registered · 35

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

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MILWAUKEE?

Browse all registered financial advisors in MILWAUKEE, Wisconsin or claim this profile if it's yours.

Browse MILWAUKEE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffrey Nichols Allsop offer?

Jeffrey Nichols Allsop specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Jeffrey Nichols Allsop's credentials?

Jeffrey Nichols Allsop is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Nichols Allsop located?

Jeffrey Nichols Allsop 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 Jeffrey Nichols Allsop charge for services?

Jeffrey Nichols Allsop'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →