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Blaine Edward Bancker

Investment Adviser Representative at Capital Investment Services OF America Inc

Milwaukee, WICRD #7186052Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Blaine Edward Bancker is an investment adviser representative with Capital Investment Services of America Inc in Milwaukee, WI, where they have been registered since 2019, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in 15 states.

Office

111 E. Wisconsin Ave, Suite 1310
Milwaukee, WI 53202

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona, California, Colorado, Florida, Illinois, Iowa, Louisiana, Michigan, Minnesota, New York, Ohio, Texas, Virginia, Washington, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/23/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Capital Investment Services OF America IncCurrent
10/23/2019 – Milwaukee, WI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Capital Investment Services of America, Inc.
    Jan 2019 – no end date reportedMilwaukee, WI
  2. University of Wisconsin-LaCrosse
    Sep 2015 – Dec 2018LaCrosse, WI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Capital Investment Services OF America Inc

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$500,000 (waivable)
Firm's annual rate schedule by assets
  • Equity/Blended - First $500,0001.00%
  • Equity/Blended - $500,001 to $1,000,0000.75%
  • Equity/Blended - $1,000,001 to $2,000,0000.60%
  • Equity/Blended - Over $2,000,0000.45%

+6 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Custom-tailored investment portfolios using a four-pronged approach focused on fundamentals and balanced investment strategies, backed by a spirit of stewardship.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions
Firm areas of expertise
Investment AdvisoryWealth StewardshipCustom PortfoliosBalanced Investment StrategiesRegistered Investment AdvisorEmployee-owned

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
9
Offices listed on AdvisorFinder:
1
Main office:
Milwaukee, WI
Founded:
1981
SEC file number:
801-15052

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of December 16, 2025

View full firm profile

Other advisors at Capital Investment Services OF America Inc

8 other advisors in the directory

View Capital Investment Services OF America Inc firm profile

Similar advisors in Milwaukee, WI

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Blaine Edward Bancker has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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