National Investment Services Of America, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 307169
- SEC number
- 801-118132
- Firm type
- RIA
- Assets under management
- $16.3B as of May 1, 2026
- Website
- www.nisi.net ↗
- Phone
- 414.765.1980
- Address
- 777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI, 53202
Advisors at this firm
14 in our index · page 1 of 1
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Mark Robert AndersonCRD 4381132 · Milwaukee, WIIA Registered
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Lesly Merriken BarnesCRD 4561238 · Milwaukee, WIIA Registered
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Jason Christopher BerrieCRD 4743839 · Milwaukee, WIIA Registered
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Jay Thomas DirienzoCRD 7489002 · Milwaukee, WIIA Registered
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Michael David FohrCRD 6267504 · Milwaukee, WIIA Registered
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Vasilios D GerasopoulosCRD 4859288 · Milwaukee, WIIA RegisteredRegistration inactive
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James Simpson KaplanCRD 1479440 · Milwaukee, WIIA Registered
-
Stefan MartinCRD 6815144 · Milwaukee, WIIA Registered
-
Jenny Ann NotteCRD 4830189 · Chicago, ILIA Registered
-
Kyle Robert OlsonCRD 7793032 · Milwaukee, WIIA Registered
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Thomas Morrison PriceCRD 2962823 · Milwaukee, WIIA Registered
-
Vincent Steven RussoCRD 2240698 · Milwaukee, WIIA Registered
-
Barbara Ann SchallaCRD 1438114 · Milwaukee, WIIA Registered
-
Stephen Joseph SmitleyCRD 7377770 · Milwaukee, WIIA Registered
1–14 of 14
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 307169 ↗
FINRA BrokerCheck record for firm CRD 307169 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.