Stefan Martin
Investment adviser representative at National Investment Services of America, LLC
19 yearsExperience
1 stateRegistered in
$16.3BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- National Investment Services of America, LLCFeb 2020 to now
- National Investment Services, Inc.Jun 2017 to Feb 2020
- UnemployedJan 2017 to May 2017
- Aberdeen Asset ManagementNov 2007 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (WI).
National Investment Services of America, LLC
$16.3BAssets managed
360Clients
13Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6815144
- Firm CRD
- 307169