Kelsey Elizabeth Wagner
Investment adviser representative at Pjs Investment Management
11 yearsExperience
1 stateRegistered in
$852MFirm assets
44 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Pjs Investment ManagementSep 2021 to now
- P.J. Schmidt Investment Management, Inc.Jul 2020 to now
- The Vanguard Group, Inc.Jun 2019 to Jul 2020
- Wisconsin Womens Health FoundationMar 2019 to May 2019
- Northwestern MutualJan 2019 to Jan 2019
- T. Anton Investment HouseAug 2017 to Sep 2018
- University of Wisconsin-madisonAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (WI).
Pjs Investment Management
Legal name: P. J. Schmidt Investment Management, Inc
$852MAssets managed
474Clients
7Advisers
44 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7020885
- Firm CRD
- 104701