Patrick SommerfieldCRD Number: 4576687
Current Firm: Pjs Investment Management
Patrick Sommerfield (CRD# 4576687) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 16 years of experience in the finance industry.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|P.j. Schmidt Investment Management, Inc.||Cedarburg, WI||Jul 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2001|
Total Assets Under Management434MILLIONS
Total Number of Accounts502ACCOUNTS
Average Account Value$864,483
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, IL, IN, NY, TX, WA, WI