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Jeffrey Karl Ringdahl

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC·MILWAUKEE, Wisconsin
SIE, Series 3, Series 7, Series 24, Series 63Clean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
CRD 307169 · SEC 801-118132
AUM
$9.8B
Regulatory assets under management
Employees
35
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
Introduction

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04

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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