Fee-OnlyFinder

National Accounting and Business Solutions, Sc

Adviser in Hales Corners, WI

State registeredNo commissions reported

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Public-record details

Address
5455 S 108th St Ste 1, Hales Corners, WI 53130
Phone
(414) 529-5900
CRD number
165186
Registration
State registered: WI
Compensation (Form ADV 5.E)
Other (Referral Revenue Sharing Agreement)
Commissions
None reported (Form ADV Item 5.E)
Clients reported (Form ADV 5.D)
Fewer than 5
Employees
3
Other business activities (Form ADV 6.A)
Also active as: accountant or accounting firm
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-04-21

State registered (WI) investment adviser, CRD 165186, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.