Capital Securities of America (CSA) is an independent brokerage firm whose primary function is to support independent financial professionals in private practice. CSA was formed in 1994 in Hartville, OH by financial professionals that saw an opportunity to create a Financial Advisor-centered organization. In our model, the Financial Advisor is our client and we must work hard to earn and help grow the business.
CSA is a division of Wunderlich Securities, one of the nation’s fastest growing investment firms. The combined firms offer a full range of products for our clients including: 1) full service securities brokerage through our clearing relationship with First Clearing Corp., 2) planning services such as retirement, insurance, estate and education planning, 3) investment banking, private placement and syndicate offerings and 4) investment advisor and fee-based asset management services through multiple top-tier providers.
