Kelsey Wagner (CRD# 7020885) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 4 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 | Jul 2020 - Current | 3 |
| The Vanguard Group, Inc. | Charlotte, NC | Jun 2019 - Jul 2020 | 1 |
| Wisconsin Womens Health Foundation | Madison, WI | Mar 2019 - May 2019 | < 1 |
| University Of Wisconsin-madison | Madison, WI | Aug 2015 - May 2019 | 3 |
| Northwestern Mutual | Middleton, WI | Jan 2019 - Jan 2019 | < 1 |
| T. Anton Investment House | Middleton, WI | Aug 2017 - Sep 2018 | 1 |
| Pick 'n Save | Grafton, WI | Jul 2016 - Aug 2016 | < 1 |
| Fresh Madison Market | Madison, WI | Nov 2015 - May 2016 | < 1 |
| Noodles & Company | Mequon, WI | May 2015 - Jul 2015 | < 1 |
| Homestead High School | Mequon, WI | Sep 2011 - Jun 2015 | 3 |
| Piggly Wiggly | Mequon, WI | Aug 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2019 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- 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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