Capital Investment Services of America, Inc. is an employee-owned Milwaukee-based investment advisor that serves high-net-worth individuals, trusts, businesses, and charitable organizations. We build custom-tailored investment portfolios to achieve our client’s individual financial objectives. Our firm is a registered investment advisor with the SEC.

Made markets in Amazon and Baidu using analytical tools developed in-house.

Campbell Newman is a 100% employee-owned boutique investment management firm serving institutional, intermediary and private clients. Our two strategies feature high-quality, high-conviction portfolios and the firm’s edge: Judgment backed by experience. Our firm’s culture is built on five core values – client focused, stewardship, transparency, integrity and teamwork. Campbell Newman is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training.

Converted 2200 accounts from (Centerpiece) Portfolio Center to Axys. Reconciled accounts in Portfolio Center to statements back 10 years and then created performance files prior to converting. Evaluated then merged multiple partners’ book of business into Axys mapping all securities, security types and asset classes. Converted ACT client data to Qube contact management system. Implemented Report packaging (Packman) for client reporting and web viewing Replaced a two week process of report generation and collation to a few hours with web access for clients. Setup workstations and connected to network Installation of all new/upgrade software.

PS Capital Partners is a Private Equity Holding Firm located in Milwaukee, Wisconsin. With an "invest, build and hold"​ strategy, PS Capital Partners seeks investments in lower middle market manufacturing and processing businesses located in the Upper Midwest.

McCarthy Grittinger Financial Group (MG Financial Group) provides investment advisory and financial planning services for individuals and families. Our primary service is ongoing investment management that utilizes a financial planning approach. We may also provide general counsel to clients in the areas of financial, tax, retirement, insurance and estate planning. We serve individuals only – not institutions, endowments or retirement plans. We are an independent, fee-only, financial planning and investment advisory firm. Trust is paramount in our business and we take our fiduciary responsibility very seriously. MG Financial Group does not approve or endorse any third-party communications on this site.

Prepared & submitted account documents to custodians; resolved any issues. Set up one-time or systematic client distributions/deposits/journals. Assign tasks company-wide in CRM. Proofread/reviewed client meeting notes and summaries.

Next Level Private serves successful individuals like you who want to achieve financial independence and build fulfilling lives for yourself and your family. As an independent fiduciary, we act solely in your best interests. Our goal is to put you in a better financial position every day. We do it by providing goals-based planning, hands-on guidance, and access to personalized strategies for building success.

Massino Financial Group is a financial services company based out of 7445 Newburg Rd Ste 101, Rockford, Illinois, United States.

PECK ENTERPRISES, INC. is a company based out of 1703 W. MLK, FAYETTEVILLE, Arkansas, United States.

AMTC partners with nonprofit executives and program leaders responsible for developing sustainable plans to deliver highly personalized, data-driven, time-honed assistance to organizations committed to making socio-economic issues history.

Nationally registered, fee-only advisory firm delivering peace of mind through client-focused financial life planning services including retirement planning, investment portfolio management, personal risk management, tax strategies and preparation, family dialogues, career asset management, elder life planning and more. For more than 30 years, FSG has provided integrated financial planning that aligns with your finances with your lives.