Question 1

What services does Mitchell Williams Carlson offer?

Accepted Answer

Mitchell Williams Carlson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.

Question 2

What are Mitchell Williams Carlson's credentials?

Accepted Answer

Mitchell Williams Carlson holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Question 3

Where is Mitchell Williams Carlson located?

Accepted Answer

Mitchell Williams Carlson 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.

Question 4

How does Mitchell Williams Carlson charge for services?

Accepted Answer

Mitchell Williams Carlson'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.

Question 5

How large is CAPITAL INVESTMENT SERVICES OF AMERICA INC?

Accepted Answer

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.

Mitchell Williams Carlson

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