Unclaimed Profile

Andy Patrick Ramer

WARNKE/NICHOLS LTD.·DELAFIELD, Wisconsin

Series 65Clean record20 years registeredWARNKE/NICHOLS LTD.

440 WELLS STREET, DELAFIELD, WI 53018CRD# 5125831Firm CRD# 112181

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andy Patrick Ramer · DELAFIELD, WI

Registration

CRD #5125831 · WARNKE/NICHOLS LTD. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WARNKE/NICHOLS LTD.

WARNKE/NICHOLS LTD.

Jul 2022 – Aug 2025

DELAFIELD, WI

FIDUCIARY MANAGEMENT, INC.

Jun 2006 – May 2022

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 2, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WARNKE/NICHOLS LTD.

CRD 112181 · SEC 801-79230

AUM

$195M

Regulatory assets under management

Employees

306 client accounts

Services offered by WARNKE/NICHOLS LTD.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WARNKE/NICHOLS LTD. →

Introduction

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Frequently Asked Questions

What services does Andy Patrick Ramer offer?

Andy Patrick Ramer specializes in Investment Management.

What are Andy Patrick Ramer's credentials?

Andy Patrick Ramer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andy Patrick Ramer located?

Andy Patrick Ramer is based in DELAFIELD, Wisconsin, last registered with WARNKE/NICHOLS LTD..

How does Andy Patrick Ramer charge for services?

Andy Patrick Ramer's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WARNKE/NICHOLS LTD.?

WARNKE/NICHOLS LTD. has approximately 3 employees and manages $195M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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