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Richard Charles Schiller

Pavlic Investment Advisors, Inc.

Delafield, WI

CRD 6478044

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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
TX RA APPROVED 2026-04-22
IL RA APPROVED 2022-01-23
WI RA APPROVED 2022-01-23
  • TX RA
    APPROVED
    Since 2026-04-22
  • IL RA
    APPROVED
    Since 2022-01-23
  • WI RA
    APPROVED
    Since 2022-01-23

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
Robert W. Baird Chicago IL 04/2015 09/2018
Duff & Phleps Investment Management Llc Chicago IL 09/2018 12/2020
Pavlic Investment Advisors Inc. Delafield WI 01/2021 Present
  • 04/2015 → 09/2018
    Robert W. Baird
    Chicago, IL
  • 09/2018 → 12/2020
    Duff & Phleps Investment Management Llc
    Chicago, IL
  • 01/2021 → Present
    Pavlic Investment Advisors Inc.
    Delafield, WI
Other Businesses

Board Member-Rogers Behavior Health Foundation

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-07-02
  • S63 Uniform Securities Agent State Law Examination
    2015-07-02
Designations
  • Chartered Financial Analyst
Other Names
  • Richard C Schiller

View on SEC IAPD

Nearby Firms

WEALTHSPIRE ADVISORS
EDWARD JONES
RBC CAPITAL MARKETS, LLC

Nearby Investors

BRION SCOTT COLLINS
JAY MORRIS FRANK
JULIETTE CHERIE WILLIAMS

Nearby Offices

WEALTHSPIRE ADVISORS · Delafield, WI
WEALTHSPIRE ADVISORS · Delafield, WI
EDWARD JONES · DELAFIELD, WI

More in Delafield, WI

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