Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > wisconsin > delafield > WARNKE/NICHOLS LTD.
WARNKE/NICHOLS LTD.
440 Wells Street
Suite 203
Delafield, Wisconsin 53018
Tel: 262-303-4113
About WARNKE/NICHOLS LTD.
WARNKE/NICHOLS LTD, formally registered with the SEC as WARNKE/NICHOLS LTD. The firm was established in 02/18/2014. They have over 1 offices throughout the country.
WARNKE/NICHOLS LTD. is a Delafield, Wisconsin based Financial Planning firm with nearly $190,788,695 assets under management, offering retirement planning & investment advisory services to 286 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112181 |
| SEC# | 801-79230 |
| Assets Managed by Firm | $190,788,695 |
| No. of Clients | 286 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 286 | $190,788,695 |
| Individuals (other than high net worth individuals) | 108 | $20,719,437 |
| High net worth individuals | 43 | $170,069,258 |
More Retirement Planning firms in Delafield, Wisconsin:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $287,514,955,453 | 331500 | 4069 | |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $281,345,911,200 | 25 | 260 |
| $151,331,807,781 | 259 | 503 | |
| $35,460,961,000 | 350 | 64 | |
| $28,558,864,166 | 31 | 14 |
Explore More Retirement Advisors in Delafield, Wisconsin