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William Roland Warnke

Pavlic Investment Advisors, Inc.

Delafield, WI

CRD 4398470

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Employer firm

Pavlic Investment Advisors, Inc. CRD 111246

$109M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Pavlic Investment Advisors, Inc.

440 Wells Street 203, Delafield, WI 53018 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-05-04
WI RA APPROVED 2026-05-04
  • IL RA
    APPROVED
    Since 2026-05-04
  • WI RA
    APPROVED
    Since 2026-05-04

Branch Locations

440 Wells Street 203, Delafield, WI 53018 • 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
Warnke/Nichols Ltd. Hales Corners WI 06/1993 Present
Pavlic Investment Advisors Delafield WI 01/2026 Present
  • 06/1993 → Present
    Warnke/Nichols Ltd.
    Hales Corners, WI
  • 01/2026 → Present
    Pavlic Investment Advisors
    Delafield, WI
Previous Registrations
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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