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NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

MILWAUKEE, WI · CRD 307169 · IAPD ↗ · nisi.net · 414.765.1980

$16.25BRegulatory AUM
16Advisory reps
38Employees
0Clients
n/aPlanning clients
12Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — NATIONAL INVESTMENT SERVICES OF AMERICA, LLC notice-filed in DC, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — NATIONAL INVESTMENT SERVICES OF AMERICA, LLC shrank from 25 to 16 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
April 2026 — NATIONAL INVESTMENT SERVICES OF AMERICA, LLC reported RAUM up 26% ($12.91B -> $16.25B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — NATIONAL INVESTMENT SERVICES OF AMERICA, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — NATIONAL INVESTMENT SERVICES OF AMERICA, LLC reported RAUM up 31% ($9.85B -> $12.91B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
81
April 2025 — NATIONAL INVESTMENT SERVICES OF AMERICA, LLC grew from 14 to 25 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2024 — NATIONAL INVESTMENT SERVICES OF AMERICA, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.