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Stephen Joseph Smitley

National Investment Services OF America, LLC

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About Stephen Joseph Smitley

Stephen Joseph Smitley is an Investment Advisor Representative associated with National Investment Services Of America, LLC. Stephen Joseph Smitley has been working in the securities industry since June 2009. Stephen Joseph Smitley holds the Series 65 license and is registered with the state of Wisconsin. Stephen Joseph Smitley has a background in asset management and financial services, and specializes in providing investment advice to individuals, families, and businesses. Stephen Joseph Smitley is also the owner of a business in Minnesota. Stephen Joseph Smitley focuses on providing investment services to individuals, corporations, pension and profit-sharing plans, charitable organizations, state or municipal government entities, investment companies, and pooled investment vehicles.

Firm Information

Stephen Smitley 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.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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percentage of assets

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

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performance-based fees

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

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Stephen Smitley’s Registration & Firm History

WI

08/16/2021 - Present

National Investment Services OF America, LLC (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 08/14/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Joseph Smitley.
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