Jenny
Notte

National Investment Services Of America, LLC

CRD#4830189
Investment Advisor
in Chicago, IL

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About this Advisor

Jenny Notte is a financial advisor working out of Chicago, Illinois with 1 year of industry experience. Notte is an advisor for National Investment Services Of America, LLC. Notte has gained experience at Great Lakes Advisors and National Investment Services Of America, LLC. Notte has a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Illinois. National Investment Services Of America, LLC is a registered investment business operating out of Milwaukee, WI. The company has a total of 37 advisors. It controls $8 billion in assets between its 302 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 49 charitable organizations. National Investment Services Of America, LLC has a wide set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advice typically are based on which service is offered. However, fee types charged by National Investment Services Of America, LLC most likely include asset-based and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

200 W. Madison Street Suite 2900
Chicago, IL 60606

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National Investment Services Of America, LLC Brokerage Details

Total Assets Under Management

$7,925,313,000

IL Average: $2,826,565,184
Total Number of Employees

37

IL Average: 43
Total Number of Accounts

302

IL Average: 1,898
Average Account Size

$26,242,758

IL Average: $1,489,234

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Jenny Notte Work History

Jenny has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

National Investment Services Of America, LLC

2012 - 2021 (9 years)

Great Lakes Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jenny Notte to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at National Investment Services Of America, LLC

Jenny Notte
Chicago, IL
Vincent Russo
Milwaukee, WI
Jay Dirienzo
Milwaukee, WI
Michael Fohr
Milwaukee, WI
James Kaplan
Milwaukee, WI
Stephen Smitley
Milwaukee, WI
Lesly Barnes
Milwaukee, WI
Stefan Martin
Milwaukee, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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