Pjs Investment Management

Pjs Investment Management (CRD# 104701) is a financial advisory firm headquartered in Cedarburg, WI. They manage $720,326,130 in 1,260 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
W62n570 Washington Avenue, Cedarburg, WI 53012
http://pjsinvestment.com
By the Numbers
  • Total Assets Under Management
    720
    MILLION
  • Total Number of Accounts
    1,260
    ACCOUNTS
  • Average Account Value
    $571,687
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Pjs Investment Management
Showing 1 - 6 of 6 top financial advisors.
1
Joyce Bielefeld, financial advisor Cedarburg WI
Joyce C. Bielefeld
CRD#: 2941004
W62 N570 Washington Avenue, Cedarburg, WI 53012

Joyce Bielefeld (CRD# 2941004) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 26 years of experience in the finance industry.

2
Scott Conger, financial advisor Cedarburg WI
Scott M. Conger
CRD#: 5923489
W62n570 Washington Avenue, Cedarburg, WI 53012

Scott Conger (CRD# 5923489) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 5 years of experience in the finance industry.

3
Jason Lacey, financial advisor Cedarburg WI
Jason S. Lacey
CRD#: 5220076
W62n570 Washington Avenue, Cedarburg, WI 53012

Jason Lacey (CRD# 5220076) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 17 years of experience in the finance industry.

4
Kelly Merten, financial advisor Cedarburg WI
Kelly S. Merten
CRD#: 4783952
Po Box 148, W62 N570 Washington Ave, Cedarburg, WI 53012

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.

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

Patrick Sommerfield (CRD# 4576687) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 23 years of experience in the finance industry.

6
Kelsey Wagner, financial advisor Cedarburg WI
Kelsey E. Wagner
CRD#: 7020885
W62n570 Washington Avenue, Cedarburg, WI 53012

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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