Kelly Merten (CRD# 4783952) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 19 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| P.j. Schmidt Investment Management, Inc. | Cedarburg, WI | May 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2004 |
- WI
-
Total Assets Under Management720MILLIONS
-
Total Number of Accounts1,260ACCOUNTS
-
Average Account Value$571,687
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, GA, IL, IN, NY, TX, WA, WI
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