Inactive

Kelly Sue Merten

Pjs Investment Management

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Current Employers

Pjs Investment Management

W62N570 Washington Avenue, Cedarburg, WI 53012 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2025-01-01

WI RA
APPROVED

Since 2025-01-01

Branch Locations

Po Box 148 W62 N570 Washington Ave, Cedarburg, WI 53012 • 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

Organization	City	State	From	To
P.J. Schmidt Investment Management, Inc.	Cedarburg	WI	05/2003	Present

05/2003 → Present

P.J. Schmidt Investment Management, Inc.

Cedarburg, WI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-09-24

S65 Uniform Investment Adviser Law Examination

2004-09-24

Other Names

Kelly Sue Mueller
Kelly Sue Mesarich

View on SEC IAPD

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KIM MARIE CLARK

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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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