Kelsey
Wagner
Pjs Investment Management
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About this Advisor
Kelsey Wagner is a financial advisor working out of Cedarburg, Wisconsin who has 2 years of industry experience. Wagner is currently employed by Pjs Investment Management. Over the course of their career, they have held roles 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. Wagner has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Wisconsin. Pjs Investment Management is a financial advisory company operating out of Cedarburg, WI. It oversees $638 million in total assets between its 1,204 accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm advises six charities and foundations. Of its 1,204 accounts, 42% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management typically depend on which services the firm provides the client. Fees billed by Pjs Investment Management can be comprised of some blend of 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
Kelsey Wagner Work History
Kelsey has been registered as a financial advisor for 2 years.*
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
*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 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
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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