firm profile
National Investment Services of America, LLC
Overview
National Investment Services of America, LLC is an SEC registered investment adviser based in Milwaukee, WI, registered since 2020. It reports $16.3B in assets under management across 360 accounts, with 38 employees. It has 13 investment adviser representatives.
- Reported AUM
- $16.3B
- Discretionary
- 100%
- Accounts
- 360
- Average account
- $45.1M
- Employees
- 38
- Advisory reps
- 13
- Registered since
- 2020
- Jurisdictions
- 19
As reported in the firm's May 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets and Performance-Based Fees
Executive officers 3 of 11
- Bartlett Joseph McCartin Chief Executive Officer, Principal, Managing Partner CRD 6176288
- John P Fremgen Principal, Managing Partner, Director CRD 6375359
- Mark Frederick Steen Principal, Managing Partner CRD 2093368
8 more executive officers, with direct contact details
Advisory reps 3 of 13
- Mark Robert Anderson Investment Adviser Rep CRD 4381132
- Lesly Merriken Barnes Investment Adviser Rep CRD 4561238
- Jason Christopher Berrie Investment Adviser Rep CRD 4743839
10 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 777 E Wisconsin Ave Ste 2350
Milwaukee, WI 53202 - County
- Milwaukee
- Metro area
- Milwaukee-Waukesha, WI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 19 jurisdictions
- Website: nisi.net
Every state, with registration dates
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