WARNKE/NICHOLS LTD.
CRD #112181 SEC #801-79230 DELAFIELD, WI 262-303-4113
SEC Registered
Total AUM
$190.8M
Discretionary
$183.9M
Employees
2
Clients
--
Accounts
286
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| WARNKE, WILLIAM, ROLAND | I | VICE PRESIDENT/TREASURER | D | Control |
| RAMER, ANDY, PATRICK | I | VICE PRESIDENT/SECRETARY | C | Control |
| RAMER, ANDY, PATRICK | I | VICE PRESIDENT/SECRETARY | C | Control |
| RAMER, ANDY, PATRICK | I | VICE PRESIDENT/SECRETARY | C | Control |
| RAMER, ANDY, PATRICK | I | VICE PRESIDENT/SECRETARY | C | Control |
| RAMER, ANDY, PATRICK | I | VICE PRESIDENT/SECRETARY | C | Control |
| RAMER, ANDY, PATRICK | I | VICE PRESIDENT/SECRETARY | C | Control |
| RAMER, ANDY, PATRICK | I | VICE PRESIDENT/SECRETARY | C | Control |
| RAMER, ANDY, PATRICK | I | VICE PRESIDENT/SECRETARY | C | Control |
| RAMER, ANDY, PATRICK | I | VICE PRESIDENT/SECRETARY | C | Control |
| RAMER, ANDY, PATRICK | I | SHAREHOLDER | C | Control |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | B | |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | B | |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | B | |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | B | |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | B | |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | B | |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | B | |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | B | |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | B | |
| NICHOLS, STEVEN, ROSS | I | CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, STEVEN, ROSS | I | PRESIDENT | B |
Registrations
Federal
IA
Sep 4, 2025 REGISTERED
Notice Filings (3)
IL NH WI
Address
440 WELLS STREETSUITE 203
DELAFIELD, WI 53018
United States
Phone: 262-303-4113