James
Kaplan
National Investment Services Of America, LLC
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About this Advisor
James Kaplan is a financial advisor based in Milwaukee, Wisconsin, working with National Investment Services Of America, LLC. James has previously held positions at National Investment Services, Inc and National Investment Services Of America, LLC. James has passed the Series 63 regulatory exam and is registered to provide services in Wisconsin. Currently, James is part of National Investment Services Of America, LLC, which operates out of Milwaukee, Wisconsin. The firm has 1 office and 35 employees. The firm manages assets totaling $9.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at National Investment Services Of America, LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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National Investment Services Of America, LLC Brokerage Details
$9,848,742,000
35
313
$31,465,629
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
James Kaplan Work History
National Investment Services Of America, LLC
National Investment Services, Inc
Disclosures
Please visit the SEC profile of James Kaplan 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
Milwaukee, WI
Milwaukee, WI
Chicago, IL
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
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