William Roland Warnke
Investment adviser representative at Pavlic Investment Advisors, Inc.
33 yearsExperience
1 stateRegistered in
CFADesignation
$108.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
33 years in the industry.
- Pavlic Investment Advisors, Inc.Jan 2026 to now
- Warnke/nichols Ltd.Jun 1993 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (WI).
Pavlic Investment Advisors, Inc.
$108.8MAssets managed
87Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4398470
- Firm CRD
- 111246