Unclaimed Profile

Jeffrey Karl Ringdahl

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC·MILWAUKEE, Wisconsin

Clean recordNATIONAL INVESTMENT SERVICES OF AMERICA, LLC

777 EAST WISCONSIN AVENUE, SUITE 2350, MILWAUKEE, WI 53202CRD# 5230141Firm CRD# 307169

Profile Verification

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

Identity

Jeffrey Karl Ringdahl · MILWAUKEE, WI

Registration

CRD #5230141 · NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Karl Ringdahl is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with NATIONAL INVESTMENT SERVICES OF AMERICA, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

AUM

$9.8B

Regulatory assets under management

Employees

Total firm employees

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

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5230141

Firm CRD# 307169

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Karl Ringdahl offer?

Jeffrey Karl Ringdahl specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Jeffrey Karl Ringdahl's credentials?

Jeffrey Karl Ringdahl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Karl Ringdahl located?

Jeffrey Karl Ringdahl is based in MILWAUKEE, Wisconsin, working with NATIONAL INVESTMENT SERVICES OF AMERICA, LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Jeffrey Karl Ringdahl charge for services?

Jeffrey Karl Ringdahl'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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