Profile
Mr. Steven R.
Nichols, CFA, is Co-Founder at Warnke/Nichols Ltd.
Prior to co-founding the firm in June 1993, Mr. Nichols was a Principal by Firstar Trust Co., Northwestern Mutual Capital LLC, and M&I Investment Management Corp.
He received his undergraduate degree from the University of Wisconsin-Whitewater.
Steven Ross Nichols active positions
Companies | Position | Start |
---|---|---|
Warnke/Nichols Ltd.
Warnke/Nichols Ltd. Investment ManagersFinance Warnke/Nichols Ltd. is an independent, privately-owned SEC-registered investment advisor headquartered in Delafield, Wisconsin. The firm was founded in 1993 by William R. Warnke and Steven R. Nichols, who are equal owners of the firm. Warnke/Nichols manages equity and balanced investment accounts on a fee-only basis for individuals, families, retirement plan sponsors, and non-profit organizations. | Founder | 1993-05-31 |
Former positions of Steven Ross Nichols
Companies | Position | End |
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Firstar Trust Co.
Firstar Trust Co. Major BanksFinance Firstar Trust Co. operates as a nationally chartered commercial bank. The company is based in Milwaukee, WI. | Corporate Officer/Principal | - |
Northwestern Mutual Capital LLC (Investment Management)
Northwestern Mutual Capital LLC (Investment Management) Investment ManagersFinance Milwaukee, Wisconsin-based Northwestern Mutual Life Insurance Co. provides annuities, mutual funds, long-term care insurance and disability income insurance through subsidiaries. Among Northwestern Mutual's majority-owned subsidiaries are the Frank Russell Co., Northwestern Mutual Investment Services LLC (NMIS), the Northwestern Mutual Trust Co. and Mason Street Advisors LLC. NMIS has been a member of the Northwestern Mutual family of companies since 1968. They serve the investment planning and product needs of individuals and businesses. NMIS offers an array of individual planning solutions ranging from college education funding to IRA solutions, retirement planning solutions for corporations, institutions, foundations and endowments. They also offer a variety of investment products, including mutual funds, unit investment trusts, certificates of deposit, money market accounts, treasuries, individual equity and fixed-income investments and variable life and variable annuities. Northwestern Investment Management Co. is a wholly owned subsidiary of NMIS and offers full-time opportunities in private debt and equity and real estate investments at their corporate headquarters in Milwaukee, Wisconsin. Mason Street Advisors provides investment advisory services not only to Northwestern Mutual, but also to the Mason Street Funds and the separate accounts for Northwestern Mutual's variable life and annuity products. | Corporate Officer/Principal | 1984-12-30 |
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Corporate Officer/Principal | 1982-12-30 |
Training of Steven Ross Nichols
University of Wisconsin-Whitewater | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Firstar Trust Co.
Firstar Trust Co. Major BanksFinance Firstar Trust Co. operates as a nationally chartered commercial bank. The company is based in Milwaukee, WI. | Finance |
Northwestern Mutual Capital LLC (Investment Management)
Northwestern Mutual Capital LLC (Investment Management) Investment ManagersFinance Milwaukee, Wisconsin-based Northwestern Mutual Life Insurance Co. provides annuities, mutual funds, long-term care insurance and disability income insurance through subsidiaries. Among Northwestern Mutual's majority-owned subsidiaries are the Frank Russell Co., Northwestern Mutual Investment Services LLC (NMIS), the Northwestern Mutual Trust Co. and Mason Street Advisors LLC. NMIS has been a member of the Northwestern Mutual family of companies since 1968. They serve the investment planning and product needs of individuals and businesses. NMIS offers an array of individual planning solutions ranging from college education funding to IRA solutions, retirement planning solutions for corporations, institutions, foundations and endowments. They also offer a variety of investment products, including mutual funds, unit investment trusts, certificates of deposit, money market accounts, treasuries, individual equity and fixed-income investments and variable life and variable annuities. Northwestern Investment Management Co. is a wholly owned subsidiary of NMIS and offers full-time opportunities in private debt and equity and real estate investments at their corporate headquarters in Milwaukee, Wisconsin. Mason Street Advisors provides investment advisory services not only to Northwestern Mutual, but also to the Mason Street Funds and the separate accounts for Northwestern Mutual's variable life and annuity products. | Finance |
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Finance |
Warnke/Nichols Ltd.
Warnke/Nichols Ltd. Investment ManagersFinance Warnke/Nichols Ltd. is an independent, privately-owned SEC-registered investment advisor headquartered in Delafield, Wisconsin. The firm was founded in 1993 by William R. Warnke and Steven R. Nichols, who are equal owners of the firm. Warnke/Nichols manages equity and balanced investment accounts on a fee-only basis for individuals, families, retirement plan sponsors, and non-profit organizations. | Finance |
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