• 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

    (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


Mitchell W. Carlson, CFA

Principal

Mitch began his investment career over five years ago and joined Capital in 2018 after gaining financial services experiences with a Milwaukee brokerage firm as well as a large U.S. Bank. At Capital, he serves as a member of the Investment Team, a Portfolio Manager, and an Advisor to clients. Mitch holds a B.A. in Business Economics from Beloit College, Beloit, Wisconsin. He is a CFA® charterholder and a Registered Investment Advisor representative


Quick Facts

Capital Roles

Analyst
Investment Team
Portfolio Manager
Advisor

Joined Capital

2018

Education

University of Beloit College