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Employer firm

Navy Federal Investment Services, LLC CRD 138459

$2.10B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Navy Federal Investment Services, Llc

1007 Electric Ave, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-11-04
TX RA APPROVED_RES 2022-10-27
NC RA APPROVED 2022-10-04
OH RA APPROVED 2022-09-19
  • WI RA
    APPROVED
    Since 2025-11-04
  • TX RA
    APPROVED_RES
    Since 2022-10-27
  • NC RA
    APPROVED
    Since 2022-10-04
  • OH RA
    APPROVED
    Since 2022-09-19

Branch Locations

1007 Electric Ave, Vienna, VA 22180 • United States

1171 Western Blvd, Jacksonville, NC 28546 • United States

Hampstead, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Campbell OH 11/2009 10/2017
Lpl Financial, Llc Wilmington NC 10/2017 09/2022
Private Advisor Group, Llc Struthers OH 10/2017 06/2020
Sharonview Federal C U Wilmington NC 06/2020 09/2022
Navy Federal Financial Group, Llc Jacksonville NC 09/2022 Present
Navy Federal Investment Services, Llc Jacksonville NC 09/2022 Present
Previous Registrations
  • 2020-06-15 → 2022-09-19
    Hampstead, NC
    Struthers, OH
    Morristown, NJ
    Tar Heel, NC
    Fayetteville, NC
    Wilmington, NC
  • 2017-10-30 → 2020-06-10
    Struthers, OH
    Morristown, NJ
    Hampstead, NC
    Hampstead, NC
  • 2009-11-13 → 2017-10-30
    Canfield, OH
    Campbell, OH
    Canfield, OH
    Youngstown, OH
    Youngstown, OH
    Youngstown, OH
    Poland, OH
    Struthers, OH
    Boardman, OH
    Youngstown, OH
    Campbell, OH
    Youngstown, OH
    Youngstown, OH
    Youngstown, OH
    Poland, OH
    Youngstown, OH
    Warren, OH
    Hubbard, OH
    Struthers, OH
  • 2007-07-24 → 2009-11-13
    Natcity Investments, Inc.
    Campbell, OH
    Cleveland, OH
  • 2006-02-15 → 2007-04-05
    1717 Capital Management Company
    Boardman, OH
    Boardman, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-01-04
  • S66 Uniform Combined State Law Examination
    2001-01-04
Other Names
  • Michael R Skibbe

View on SEC IAPD

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