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SM

Stefan Martin

NATIONAL INVESTMENT SERVICES OF AMERICA
Milwaukee, WI 53202
Some features on this profile are disabled
CRD#: 6815144
SM

Professional summary

Stefan Martin, who also goes by Stephan Martin, is a registered financial advisor currently at NATIONAL INVESTMENT SERVICES OF AMERICA, LLC located in Milwaukee, Wisconsin.

Stefan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Stefan has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Stephan Martin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stefan Martin's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 2, 2020 - Present

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

Office #1: 777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202
RIA
CRD#: 307169
Milwaukee, WI
Past

July 13, 2017 - March 2, 2020

NATIONAL INVESTMENT SERVICES, INC

RIA
CRD#: 111746
MILWAUKEE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
NATIONAL INVESTMENT SERVICES | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

CRD#: 307169 / SEC#: 801-118132

RIA
Registered Investment Advisory firm - (2/26/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Wisconsin
(3/2/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/13/2017
Uniform Investment Adviser Law Examination

Current Firm

NI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
NATIONAL INVESTMENT SERVICES | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

CRD#: 307169 / SEC#: 801-118132

RIA
Registered Investment Advisory firm - (2/26/2020 Approved)
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Contact information

Main Address
777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202
Mailing Address
Phone number
(414) 765-1980
Established
Firm type
Fiscal year end
# of Employees
37

SEC notice filing (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NATIONAL INVESTMENT SERVICES FORM ADV PART 2A MARCH 2025 (4/24/2025)

Regulatory assets under management

Total Number of Accounts342
AUM (Assets Under Management)$ 12,910,404,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

CRD#: 307169Milwaukee, WI 53202

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