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
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Business:
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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 |
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Education:
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UW
- Whitewater, 1978, BBA-Finance |
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Professional: |
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Chartered
Financial Analyst (CFA)®
charter conferred August 1982
Member, CFA
Institute and CFA
Society of Milwaukee
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Willam R.Warnke, CFA
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Business:
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Co-founder,
Warnke/Nichols Ltd. 1993-present
M&I Investment Management Corp. 1979-93
Marine Trust Company 1976-79;
Bituminous Casualty Co. 1973-76 |
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Education:
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UW-Madison,
1972, MBA-Banking & Finance
UW-Whitewater, 1971, BBA-Finance |
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Professional: |
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CFA®
charter conferred August 1979
Member, CFA
Institute and CFA
Society of Milwaukee
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