Pjs Investment Management

Pjs Investment Management (CRD# 104701) is a financial advisory firm headquartered in Cedarburg, WI. They manage $433,970,320 in 502 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    434
    MILLION
  • Total Number of Accounts
    502
    ACCOUNTS
  • Average Account Value
    $864,483
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, IN, NY, TX, WA, WI

Financial Advisors at Pjs Investment Management
Showing 1 - 7 of 7 top financial advisors.
1
Jason S. Lacey
CRD#: 5220076
W62 N570 Washington Avenue, Cedarburg, WI 53012
96
Wealthminder
score

Jason Lacey (CRD# 5220076) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 9 years of experience in the finance industry. Jason Lacey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Nicholas A. Ziarek
CRD#: 4857560
W62 N570 Washington Avenue, Cedarburg, WI 53012
96
Wealthminder
score

Nicholas Ziarek (CRD# 4857560) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 12 years of experience in the finance industry.

3
Joyce C. Bielefeld
CRD#: 2941004
W62 N570 Washington Avenue, Cedarburg, WI 53012
93
Wealthminder
score

Joyce Bielefeld (CRD# 2941004) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 19 years of experience in the finance industry.

4
Kelly S. Mesarich
CRD#: 4783952
Po Box 148, W62 N570 Washington Ave, Cedarburg, WI 53012
93
Wealthminder
score

Kelly Mesarich (CRD# 4783952) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 12 years of experience in the finance industry.

5
Patrick N. Sommerfield
CRD#: 4576687
W62 N570 Washington Avenue, Po Box 148, Cedarburg, WI 53012
93
Wealthminder
score

Patrick Sommerfield (CRD# 4576687) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 15 years of experience in the finance industry.

6
Ann E. Volesky
CRD#: 2880485
W62 N570 Washington Avenue, Po Box 148, Cedarburg, WI 53012
93
Wealthminder
score

Ann Volesky (CRD# 2880485) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 19 years of experience in the finance industry.

7
Phillip J. Schmidt
CRD#: 414029
W62 N570 Washington Avenue, Po Box 148, Cedarburg, WI 53012
87
Wealthminder
score

Phillip Schmidt (CRD# 414029) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has 1 year of experience in the finance industry.

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