Mark
Anderson

National Investment Services Of America, LLC

CRD#4381132
Investment Advisor
in Milwaukee, WI

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About this Advisor

Mark Anderson is a financial advisor based in Milwaukee, Wisconsin, working with National Investment Services Of America, LLC. Mark has previously held positions at National Investment Services Of America, LLC and National Investment Services, Inc. Mark is registered to provide services in Wisconsin. Currently, Mark 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

Chartered Financial Analyst

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

777 East Wisconsin Avenue, Suite 2350
Milwaukee, WI 53202

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National Investment Services Of America, LLC Brokerage Details

Total Assets Under Management

$9,848,742,000

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

35

WI Average: 43
Total Number of Accounts

313

WI Average: 1,898
Average Account Size

$31,465,629

WI 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

Mark Anderson Work History

2020 - Present (4 years)

National Investment Services Of America, LLC

2000 - 2020 (20 years)

National Investment Services, Inc

Disclosures

Please visit the SEC profile of Mark Anderson 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

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

The content in this profile was updated by SmartAsset on 6/19/2024. 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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