Stefan Martin
Investment Adviser Representative at National Investment Services OF America, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Stefan Martin is an investment adviser representative with National Investment Services of America, LLC in Milwaukee, WI, where they have been registered since 2020. They have worked in the securities industry since 2017 and were previously registered with National Investment Services, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Wisconsin.
Office
Advisors at this office: 13
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Aberdeen Asset ManagementNov 2007 – Dec 2016Philadelphia, PA
- UnemployedJan 2017 – May 2017Blue Bell, PA
- National Investment Services, Inc.Jun 2017 – Feb 2020Milwaukee, WI
- National Investment Services of America, LLCFeb 2020 – no end date reportedMilwaukee, WI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About National Investment Services OF America, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
- Firm account minimum
- $20,000,000 (waivable)
- Core Strategy - First $50M0.30%
- Core Strategy - Next $50M0.25%
- Core Plus Strategy0.35%
- Total Absolute Return Strategy (private fund only)1.00%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Traditional fixed income strategies (including Short Duration, Intermediate, Core, Core Plus, Liability Driven Investing, and Socially Responsible Investing) and enhanced yield strategies (including Dynamic Fixed Income, Total Absolute Return, Preferred Stock, High Yield, and Short Duration High Yield).
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Milwaukee, WI
- SEC file number:
- 801-118132
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 1, 2026
View full firm profileOther advisors at National Investment Services OF America, LLC
Showing 12 of 14 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stefan Martin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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