Unclaimed Profile

Gene Louis Needles

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC·MILWAUKEE, Wisconsin

SIE, Series 3, Series 5, Series 7, Series 24, Series 63, Series 66Clean record20 years registeredNATIONAL INVESTMENT SERVICES OF AMERICA, LLC

777 EAST WISCONSIN AVENUE, SUITE 2350, MILWAUKEE, WI 53202CRD# 1068224Firm CRD# 307169

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gene Louis Needles · MILWAUKEE, WI

Registration

CRD #1068224 · NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

AMERICAN BEACON ADVISORS, INC.

Nov 2010 – Sep 2022

IRVING, TX

TOUCHSTONE ADVISORS INC

Oct 2008 – Apr 2009

CINCINNATI, OH

A I M DISTRIBUTORS, INC.

May 2006 – Oct 2007

HOUSTON, TX

AIM PRIVATE ASSET MANAGEMENT

Oct 2005 – Oct 2007

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 5

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · October 4, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

CRD 307169 · SEC 801-118132

AUM

$9.8B

Regulatory assets under management

Employees

313 client accounts

Services offered by NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at NATIONAL INVESTMENT SERVICES OF AMERICA, LLC →

Introduction

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Frequently Asked Questions

What services does Gene Louis Needles offer?

Gene Louis Needles specializes in Investment Management, Retirement Planning, Wealth Management.

What are Gene Louis Needles's credentials?

Gene Louis Needles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gene Louis Needles located?

Gene Louis Needles is based in MILWAUKEE, Wisconsin, last registered with NATIONAL INVESTMENT SERVICES OF AMERICA, LLC.

How does Gene Louis Needles charge for services?

Gene Louis Needles's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NATIONAL INVESTMENT SERVICES OF AMERICA, LLC?

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC has approximately 35 employees and manages $9.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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