• Contact Us

    Thank you for your interest in Capital.
    We welcome the opportunity to meet with you.

    Please Note!

    We've moved! Our new office is located on the 13th floor in the Chase building across the street from our previous location. Please call if we can help you find us!

  • Our Telephone Numbers

    (414) 278-7744  Local
    (800) 345-6462  Toll-free
    (414) 278-8403  Fax

    Our Mailing Address

    Capital Investment Services of America, Inc.
    111 E. Wisconsin Avenue
    Suite 1310
    Milwaukee, Wisconsin 53202


Anne M. Kurtz

Principal

Anne has been in the investment industry for over 30 years and is the firm’s longest tenured employee, having joined Capital in 1986. Her early years were spent at a large Midwest regional brokerage firm where she developed her knowledge of securities trading and back office operations. Presently, Anne’s primary role is client servicing. Many clients consider Anne the “go-to” person when they need help with account-related service issues. She enjoys interacting with clients and providing them with a high level of personal service. Anne also oversees our portfolio management software system and assists in the IT and operations areas. She is a Registered Investment Advisor representative.

Anne M. Kurtz
Principal, Capital Investment Services of America, Inc.

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Quick Facts

Capital Roles

Advisor
Operations

Joined Capital

1986

Personal Insight

Sporting many hats, Anne is known to under-promise and over-deliver on customer service requests by resolving logistical issues with the opening and transfer of accounts, funding requests, Class Action suits and general account maintenance. “Working in the back office and on an OTC trading desk of a brokerage firm helped prepare me for any challenge we may encounter here at Capital,” she says. The technical side of the business comes easily to Anne. She supports our IT department and oversees our portfolio management platform. In her free time, Anne enjoys cooking, entertaining, and spending time with her family.