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Kelsey Elizabeth Wagner

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
WI RA APPROVED 2021-09-03
  • WI RA
    APPROVED
    Since 2021-09-03

Branch Locations

W62N570 Washington Avenue, 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
OrganizationCityStateFromTo
The Vanguard Group, Inc. Charlotte NC 06/2019 07/2020
Wisconsin Womens Health Foundation Madison WI 03/2019 05/2019
Northwestern Mutual Middleton WI 01/2019 01/2019
T. Anton Investment House Middleton WI 08/2017 09/2018
University Of Wisconsin-Madison Madison WI 08/2015 05/2019
P.J. Schmidt Investment Management, Inc. Cedarburg WI 07/2020 Present
  • 06/2019 → 07/2020
    The Vanguard Group, Inc.
    Charlotte, NC
  • 03/2019 → 05/2019
    Wisconsin Womens Health Foundation
    Madison, WI
  • 01/2019 → 01/2019
    Northwestern Mutual
    Middleton, WI
  • 08/2017 → 09/2018
    T. Anton Investment House
    Middleton, WI
  • 08/2015 → 05/2019
    University Of Wisconsin-Madison
    Madison, WI
  • 07/2020 → Present
    P.J. Schmidt Investment Management, Inc.
    Cedarburg, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-19
S63 Uniform Securities Agent State Law Examination 2019-08-20
  • S65 Uniform Investment Adviser Law Examination
    2021-08-19
  • S63 Uniform Securities Agent State Law Examination
    2019-08-20
Other Names
  • Kelsey Elizabeth Wagner
  • Kelsey Wagner

View on SEC IAPD

Other Firms

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

More in Cedarburg, WI

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