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W62N570 Washington Avenue, Cedarburg, WI 53012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-09 |
Branch Locations
W62N570 Washington Avenue, Cedarburg, WI 53012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winch Financial | Appleton | WI | 06/2021 | 11/2025 |
| Pj Schmidt Investment Management Inc. | Cedarburg | WI | 11/2025 | Present |
| School | Appleton | WI | 05/2015 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-09 |
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