Advisors at this firm
David L
Series 66
West Chester, OH
Capital Advisory Services, LLC
David Leisring is a financial advisor at Capital Advisory Services, LLC with two years of industry experience. He holds the Series 66 designation and has worked at Berthel, Fisher & Company Financial Services, Inc. since 2023. Prior to his financial services career, he was employed at GE Aerospace and the University of Dayton. Leisring is also licensed as an insurance agent, involved in the sales of insurance products. Capital Advisory Services, LLC provides individualized investment portfolio management and financial planning to individuals and institutional clients, including pension plans, trusts, and small businesses. The firm combines strategic asset allocation with a range of securities and insurance products and operates an affiliated tax preparation, bookkeeping, and payroll business.
Jamie P
CFP®, Series 63, Series 65
West Chester, OH
Capital Advisory Services, LLC
Jamie Powell is a CFP® with 38 years of experience in the financial services industry. He has been with Capital Advisory Services, LLC since 2010 and also has experience with Berthel, Fisher & Company Financial Services, Inc. Powell serves on the board of Avion Energy, Inc. and is involved with the Rare Disease Family Foundation, LLC, which supports children and young adults with rare diseases. Capital Advisory Services, LLC provides individualized investment portfolio management and financial planning for individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm combines strategic asset allocation with both securities and insurance products, and maintains an affiliated tax preparation and bookkeeping business.