Andy
Ramer

Warnke/Nichols LTD

CRD#5125831
Investment Advisor
in Delafield, WI

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About this Advisor

Andy Ramer is a chartered financial analyst working out of Delafield, Wisconsin who has 1 year of relevant experience. Ramer works at Warnke/Nichols LTD. Over the course of their career, they have held roles at Fiduciary Management, Inc and Warnke/Nichols LTD. Ramer has a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Wisconsin. Warnke/Nichols LTD is a registered investment company that has its headquarters in Delafield, WI. It manages $187 million in assets under management across its 109 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Warnke/nichols Ltd offers portfolio management for individuals and small businesses. A financial advisor's fees typically vary depending on which services the firm provides the client. However, fee types billed by Warnke/Nichols LTD can consist of asset-based and hourly fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

440 Wells Street Suite 203
Delafield, WI 53018

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Warnke/Nichols LTD Brokerage Details

Total Assets Under Management

$186,620,700

WI Average: $2,826,565,184
Total Number of Employees

3

WI Average: 43
Total Number of Accounts

109

WI Average: 1,898
Average Account Size

$1,712,117

WI Average: $1,489,234

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Andy Ramer Work History

Andy has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Warnke/Nichols LTD

2002 - 2022 (20 years)

Fiduciary Management, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andy Ramer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Warnke/Nichols LTD

Andy Ramer
Delafield, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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