National Investment Services, Inc.

National Investment Services, Inc. (CRD# 111746) is a financial advisory firm headquartered in Milwaukee, WI. They manage $4,898,900,000 in 344 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,899
    MILLION
  • Total Number of Accounts
    344
    ACCOUNTS
  • Average Account Value
    $14,240,988
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, IN, MA, MI, NV, NY, OH, PA, SC, TN, WI

Financial Advisors at National Investment Services, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
James S. Kaplan
CRD#: 1479440
777 E. Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202
96
Wealthminder
score

James Kaplan (CRD# 1479440) is an Investment Advisor Representative working at National Investment Services, Inc. in Milwaukee, WI and has over 29 years of experience in the finance industry.

2
Lesly M. Barnes
CRD#: 4561238
777 E. Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202
93
Wealthminder
score

Lesly Barnes (CRD# 4561238) is an Investment Advisor Representative working at National Investment Services, Inc. in Milwaukee, WI and has over 6 years of experience in the finance industry.

3
Jerry E. Gretzinger
CRD#: 1219751
777 East Wisconsin Avenue, Milwaukee, WI 53202
93
Wealthminder
score

Jerry Gretzinger (CRD# 1219751) is an Investment Advisor Representative working at National Investment Services, Inc. in Milwaukee, WI and has over 17 years of experience in the finance industry.

4
Doris Meinecke
CRD#: 2398251
777 East Wisconsin Avenue, Milwaukee, WI 53202
93
Wealthminder
score

Doris Meinecke (CRD# 2398251) is an Investment Advisor Representative working at National Investment Services, Inc. in Milwaukee, WI and has over 23 years of experience in the finance industry.

5
Jeffrey F. Parker
CRD#: 2186537
777 East Wisconsin Avenue, Milwaukee, WI 53202
93
Wealthminder
score

Jeffrey Parker (CRD# 2186537) is an Investment Advisor Representative working at National Investment Services, Inc. in Milwaukee, WI and has over 22 years of experience in the finance industry.

6
Jason R. Welk
CRD#: 4604439
777 East Wisconsin Avenue, Milwaukee, WI 53202
93
Wealthminder
score

Jason Welk (CRD# 4604439) is an Investment Advisor Representative working at National Investment Services, Inc. in Milwaukee, WI and has over 15 years of experience in the finance industry.

7
Kent J. White
CRD#: 2542227
777 East Wisconsin Avenue, Milwaukee, WI 53202
93
Wealthminder
score

Kent White (CRD# 2542227) is an Investment Advisor Representative working at National Investment Services, Inc. in Milwaukee, WI and has over 22 years of experience in the finance industry.

8
Mark R. Anderson
CRD#: 4381132
777 East Wisconsin Avenue, Milwaukee, WI 53202
87
Wealthminder
score

Mark Anderson (CRD# 4381132) is an Investment Advisor Representative working at National Investment Services, Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.

9
Dawn M. Giannini
CRD#: 2961194
777 East Wisconsin Avenue, Milwaukee, WI 53202
87
Wealthminder
score

Dawn Giannini (CRD# 2961194) is an Investment Advisor Representative working at National Investment Services, Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.

10
Barbara A. Schalla
CRD#: 1438114
777 East Wisconsin Avenue, Milwaukee, WI 53202
87
Wealthminder
score

Barbara Schalla (CRD# 1438114) is an Investment Advisor Representative working at National Investment Services, Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.

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