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Barbara Ann Schalla

National Investment Services Of America, LLC

Milwaukee, WI

CRD 1438114

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Employer firm

National Investment Services Of America, LLC CRD 307169

$16.3B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

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

Current Employers
National Investment Services Of America, Llc

777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2020-03-02
  • WI RA
    APPROVED
    Since 2020-03-02

Branch Locations

777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202 • 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
National Investment Services, Inc. Milwaukee WI 04/1994 02/2020
National Investment Services Of America, Llc Milwaukee WI 02/2020 Present
Previous Registrations
  • 1994-06-30 → 2020-03-02
    National Investment Services, Inc
    Milwaukee, WI
Designations
  • Chartered Financial Analyst
Other Names
  • Barbara Shalla
  • Barbara Schalla

View on SEC IAPD

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