Kelly
Mesarich
Pjs Investment Management
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About this Advisor
Kelly Mesarich is a financial advisor operating out of Cedarburg, Wisconsin who has 19 years of industry experience. Mesarich is on the advisory team at Pjs Investment Management. They have spent all of their employment at Pjs Investment Management. Mesarich maintains a Series 65 license, designating them as an investment advisor representative, and can work in Wisconsin. Pjs Investment Management is an advisory business operating out of Cedarburg, WI. It has $638 million in total assets between its 1,204 customer accounts, making it one of the larger firms in the United States by assets under management. The firm provides financial advice to six charities and foundations. Of its 1,204 accounts, 42% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Pjs Investment Management performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services typically depend on which services the firm provides the client. Fees billed by Pjs Investment Management most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pjs Investment Management Brokerage Details
$637,529,835
15
1,204
$529,510
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Kelly Mesarich Work History
Kelly has been registered as a financial advisor for 19 years.*
P.J. Schmidt Investment Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kelly Mesarich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pjs Investment Management
Cedarburg, WI
Cedarburg, WI
Cedarburg, WI
Cedarburg, WI
Cedarburg, WI
Cedarburg, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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