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William Warnke, portrait

William Warnke

Investment adviser representative at Pavlic Investment Advisors in Delafield, WI

Investment adviser registrationUpdated

William Warnke is an investment adviser representative at Pavlic Investment Advisors, Inc., an investment adviser managing $109M, and works from its Delafield, WI office. William Warnke has been registered through Pavlic Investment Advisors since 4 May 2026 and has 37 years in the industry across 2 firms.

37
Years in industry
0
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

William Warnke has been an investment adviser representative at Pavlic Investment Advisors since May 2026, and is not listed among the firm’s executive officers or direct owners.

Pavlic Investment Advisors, Inc. is a Delafield, WI firm with $109M under management, 87 clients and 2 advisers in one office, as of its May 2026 filing.

William R. Warnke is Senior Wealth Advisor of Pavlic Investment Advisors, based in Delafield, WI. He joined the firm in 2026, when Pavlic acquired Warnke/Nichols, Ltd., the firm he co-founded in 1993. Warnke has over 50 years of industry experience, including roles as Vice President at M&I Investment Management and Investment Officer at Marine Investment Management and Bituminous Casualty Corporation.

William Warnke’s longest registration was 34 years at Warnke/Nichols LTD. (1979–2014). Before joining Pavlic Investment Advisors in 2026, William Warnke was registered through Warnke/Nichols LTD.

  1. – present · under a year
    Delafield, WI · Adviser representative · Firm CRD 111246
  2. Warnke/Nichols LTD.
    – · 3 years
    Delafield, WI · Adviser representative · Firm CRD 112181
  3. Warnke/Nichols LTD.
    – · 34 years
    Hales Corners, WI · Adviser representative · Firm CRD 112181

Credentials and registrations

Professional designations

Listed by Pavlic Investment Advisors

  • Chartered Financial Analyst (CFA®)

Investment adviser representative registrations

William Warnke is registered as an investment adviser representative in Wisconsin, since May 2026.

  • WisconsinSince 4 May 2026

Examinations

No examinations are on William Warnke’s record.

Key facts

Full name
William Roland Warnke
CRD
4398470
Firm
Pavlic Investment Advisors · CRD 111246
Office
440 WELLS STREET, 203, Delafield, WI 53018
Registration
Investment adviser registration
In the industry since
February 1989
Disciplinary history
Not yet shown here · SEC record
Firm bio
pavlic.com

Common questions

Where does William Warnke work?

William Warnke is an investment adviser representative registered through Pavlic Investment Advisors, Inc. since May 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is William Warnke a financial advisor?

Yes. William Warnke has a current investment-adviser registration in Wisconsin, through Pavlic Investment Advisors since May 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does William Warnke have?

William Warnke has 37 years in the financial industry, since February 1989, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

Where did William Warnke work before Pavlic Investment Advisors?

Before Pavlic Investment Advisors, William Warnke was registered through Warnke/Nichols LTD., November 1979 to February 2014.

Source: IAPD individual record, checked 22 October 2026

Where is William Warnke based?

William Warnke’s registered office is in Delafield, WI.

Source: IAPD individual record, checked 22 October 2026

Is William Warnke registered with FINRA?

No. William Warnke has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is William Warnke a CFA charterholder?

Pavlic Investment Advisors lists William Warnke with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.

Source: William R Warnke biography, pavlic.com

How can I verify William Warnke’s record?

Search CRD 4398470 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Warnke’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Pavlic Investment Advisors

Sources

  1. IAPD individual record, CRD 4398470, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Pavlic Investment Advisors, Inc., filed 4 May 2026. Executive officers and direct owners; this person is not among them.
  3. Pavlic Investment Advisors team page. Biography, education, credentials, awards and the portrait, reproduced for identification.