About Us

Warnke/Nichols Ltd. seeks to preserve and enhance the financial well being of private individuals, retirement plan sponsors, and nonprofit organizations through continuous supervision of customized equity and balanced investment portfolios. Founded in June 1993, Warnke/Nichols is an independent privately owned firm, registered with the Securities and Exchange Commission.

Steven R. Nichols, CFA
Business:
Co-founder, Warnke/Nichols Ltd. 1993-present
Firstar Trust Company, 1985-93
Northwestern Mutual Life Insurance Co., 1983-85
M&I Investment Management Corp., 1978-83
 
Education:
  UW - Whitewater, 1978, BBA-Finance
  Professional:  

Chartered Financial Analyst (CFA)® charter conferred August 1982
Member, CFA Institute and CFA Society of Milwaukee


Willam R.Warnke, CFA
Business:
Co-founder, Warnke/Nichols Ltd. 1993-present
M&I Investment Management Corp. 1979-93
Marine Trust Company 1976-79;
Bituminous Casualty Co. 1973-76
 
Education:
  UW-Madison, 1972, MBA-Banking & Finance
UW-Whitewater, 1971, BBA-Finance
  Professional:  

CFA® charter conferred August 1979
Member, CFA Institute and CFA Society of Milwaukee

   

 

Warnke/Nichols Ltd.
417 Genesee Street
Delafield, WI 53018

Toll-Free: (877) 427-1021
Phone: (262) 303-4113
Fax: (262) 303-9035