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777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-03-02 |
Branch Locations
777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Investment Services, Inc. | Milwaukee | WI | 07/2000 | 02/2020 |
| National Investment Services Of America, Llc | Milwaukee | WI | 02/2020 | Present |
SINCE APRIL 1998, MR. ANDERSON HELD THE POSITION OF COURSE EVALUATOR FOR PORTFOLIO CONCEPTS, A PROVIDER OF PORTFOLIO MANAGEMENT CURRICULUM FOR INVESTMENT ADVISERS, LOCATED IN MILWAUKEE, WISCONSIN. IN THIS ROLE, MR. ANDERSON IS RESPONSIBLE FOR REVIEWING AND COMMENTING ON CANDIDATES FINAL CASE STUDIES. MR. ANDERSON DEVOTES APPROXIMATELY 12 HOURS PER MONTH TO THIS ROLE, NONE OF WHICH IS DURING SECURITIES TRADING HOURS. Beginning in January 2018, Mr. Anderson serves in a non-paid, volunteer capacity as a non-voting member of the charitable endowment committee of the First Immanuel Lutheran Church endowment. The First Immanuel Lutheran Church is located in Cedarburg, Wisconsin. The First Immanuel Lutheran Church endowment is not a client of NIS, nor does it invest in any private fund advised by NIS. Mr. Anderson generally devotes two hours or less per month to this role, which is primarily during non-securities trading hours. NIS believes Mr. Anderson's role with the endowment does not present a material conflict of interest.
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