Lesly Barnes (CRD# 4561238) is an Investment Advisor Representative working at National Investment Services Of America, LLC in Milwaukee, WI and has over 14 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| National Investment Services, Inc. | Milwaukee, WI | Jul 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- WI
-
Total Assets Under Management9,849MILLIONS
-
Total Number of Accounts313ACCOUNTS
-
Average Account Value$31,465,629
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, IL, IN, KY, LA, MD, MI, MN, MO, NV, NY, OH, PA, TX, WI
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