National Investment Services Of America, LLC

National Investment Services Of America, LLC (CRD# 307169) is a financial advisory firm headquartered in Milwaukee, WI. They manage $9,848,742,000 in 313 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,849
    MILLION
  • Total Number of Accounts
    313
    ACCOUNTS
  • Average Account Value
    $31,465,629
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 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, IL, IN, KY, LA, MD, MI, MN, MO, NV, NY, OH, PA, TX, WI

Financial Advisors at National Investment Services Of America, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Mark R. Anderson
CRD#: 4381132
777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202

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

2
Lesly M. Barnes
CRD#: 4561238
777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202

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.

3
Jason C. Berrie
CRD#: 4743839
777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202

Jason Berrie (CRD# 4743839) is an Investment Advisor Representative working at National Investment Services Of America, LLC in Milwaukee, WI and has 1 year of experience in the finance industry.

4
Michael D. Fohr
CRD#: 6267504
777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202

Michael Fohr (CRD# 6267504) is an Investment Advisor Representative working at National Investment Services Of America, LLC in Milwaukee, WI and has over 10 years of experience in the finance industry.

5
James S. Kaplan
CRD#: 1479440
777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202

James Kaplan (CRD# 1479440) is an Investment Advisor Representative working at National Investment Services Of America, LLC in Milwaukee, WI and has over 36 years of experience in the finance industry.

6
Stefan Martin
CRD#: 6815144
777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202

Stefan Martin (CRD# 6815144) is an Investment Advisor Representative working at National Investment Services Of America, LLC in Milwaukee, WI and has over 6 years of experience in the finance industry.

7
Vincent S. Russo
CRD#: 2240698
777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202

Vincent Russo (CRD# 2240698) is an Investment Advisor Representative working at National Investment Services Of America, LLC in Milwaukee, WI and has over 30 years of experience in the finance industry.

8
Barbara A. Schalla
CRD#: 1438114
777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202

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

9
Jay T. Dirienzo
CRD#: 7489002
777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202

Jay Dirienzo (CRD# 7489002) is an Investment Advisor Representative working at National Investment Services Of America, LLC in Milwaukee, WI and has over 2 years of experience in the finance industry.

10
Kyle R. Olson
CRD#: 7793032
777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202

Kyle Olson (CRD# 7793032) is an Investment Advisor Representative working at National Investment Services Of America, LLC in Milwaukee, WI and has 1 year of experience in the finance industry.

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