Kelsey
Wagner
Pjs Investment Management
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About this Advisor
Kelsey Wagner is a financial advisor based in Cedarburg, Wisconsin, working with Pjs Investment Management. Kelsey has previously held positions at The Vanguard Group, Inc, Wisconsin Womens Health Foundation, Northwestern Mutual, T. Anton Investment House, Pick 'N Save, Fresh Madison Market, Noodles & Company, Piggly Wiggly, University Of Wisconsin-Madison, Homestead High School, and P.J. Schmidt Investment Management, Inc. Kelsey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Kelsey is part of Pjs Investment Management, which operates out of Cedarburg, Wisconsin. The firm has 15 employees and manages assets totaling $720.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Pjs Investment Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pjs Investment Management Brokerage Details
$720,326,130
15
1,260
$571,687
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Kelsey Wagner Work History
P.J. Schmidt Investment Management, Inc
The Vanguard Group, Inc
Wisconsin Womens Health Foundation
Northwestern Mutual
T. Anton Investment House
Pick 'N Save
Fresh Madison Market
Noodles & Company
University Of Wisconsin-Madison
Piggly Wiggly
Homestead High School
Disclosures
Please visit the SEC profile of Kelsey Wagner 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
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