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Patrick Nelson Sommerfield

Pjs Investment Management

Cedarburg, WI

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Current Employers
Pjs Investment Management

W62N570 Washington Avenue, Cedarburg, WI 53012 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-09-18
WI RA APPROVED 2001-02-21
  • TX RA
    APPROVED_RES
    Since 2014-09-18
  • WI RA
    APPROVED
    Since 2001-02-21

Branch Locations

W62 N570 Washington Avenue Po Box 148, Cedarburg, WI 53012-0148 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
P.J. Schmidt Investment Management, Inc. Cedarburg WI 07/2000 Present
  • 07/2000 → Present
    P.J. Schmidt Investment Management, Inc.
    Cedarburg, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-30
  • S65 Uniform Investment Adviser Law Examination
    2001-01-30
Other Names
  • Patrick N. Sommerfield
  • Patrick Nelson Sommerfield

View on SEC IAPD

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U.S. BANCORP ADVISORS, LLC

Other Investors

STEVEN MATTHEW CLASEN
KIM MARIE CLARK
CHRIS CRAIN
PETER KOBIN
PATRICK WILLIAM HERKERT
Betty Jane Wellhoefer Hill
DAVID JOHN PAGEL
DAVID ALLAN PAGEL

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · CEDARBURG, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CEDARBURG, WI
FOUNDERS FINANCIAL SECURITIES LLC · Cedarburg, WI
J. W. COLE ADVISORS, INC. · Cedarburg, WI
HARBOUR INVESTMENTS, INC. · Cedarburg, WI
EDWARD JONES · CEDARBURG, WI
EDWARD JONES · CEDARBURG, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Cedarburg, WI

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