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Terence Victor Pavlic

Pavlic Investment Advisors, Inc.

Delafield, WI

CRD 2004968

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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 APP_PEND_IARCE 2026-01-01
WI RA APP_PEND_IARCE 2026-01-01
  • IL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • WI RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

440 Wells St., Ste 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
Pavlic Investment Advisors, Inc. Delafield WI 11/1997 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-08-31
S63 Uniform Securities Agent State Law Examination 1989-11-16
  • S65 Uniform Investment Adviser Law Examination
    1992-08-31
  • S63 Uniform Securities Agent State Law Examination
    1989-11-16

View on SEC IAPD

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