linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael David Fohr

National Investment Services OF America, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael David Fohr

Michael David Fohr is a financial advisor at National Investment Services of America, LLC in Milwaukee, Wisconsin. Michael has been in the industry since 2013 and holds a Series 65 license. Michael is also a Chartered Financial Analyst (CFA). Michael's specialties include investment company, individual, and pooled investment vehicle portfolio management.

Firm Information

Michael Fohr is currently registered with National Investment Services OF America, LLC. National Investment Services OF America, LLC is a Milwaukee, WI-based investment advisor with approximately $9.85 billion in regulatory assets under management. The firm provides portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles. The firm serves a variety of client types including corporations, individuals, charitable organizations, pension and profit sharing plans, state and municipal government entities, and investment companies.
National Investment Services OF America, LLC

777 EAST WISCONSIN AVENUE, SUITE 2350

MILWAUKEE, WI 53202

$9.85B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Fohr’s Registration & Firm History

WI

09/24/2020 - Present

National Investment Services OF America, LLC (MILWAUKEE WI)

Not sure if Michael David Fohr is right for you?

Licenses & Designations

IA

Issued 03/04/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael David Fohr.
Not sure if Michael David Fohr is right for you?