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Business Profile

Investment Advisory Services

P.J. Schmidt Investment Management, Inc.
BBB Accredited BusinessA+Rated by BBB
Visit Website(262) 377-0484Email BusinessWrite a Review

About

Overview

P.J. Schmidt Investment Management, Inc.

W62N570 Washington Ave

Cedarburg, WI 53012-1926

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Operating Hours
8:00 AM - 4:30 PM
8:00 AM - 4:30 PM
8:00 AM - 4:30 PM
8:00 AM - 4:30 PM
8:00 AM - 4:30 PM
Closed
Closed

Find a Location

P.J. Schmidt Investment Management, Inc. has 2 locations, listed below.

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    BBB Accreditation & Rating

    P.J. Schmidt Investment Management, Inc. is BBB Accredited.

    This business has committed to upholding the BBB Standards for Trust.

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    About This Business

    P.J. Schmidt Investment Management, Inc. is a comprehensive portfolio management and wealth planning firm. Services include: investment management, financial planning, tax planning, cash-flow planning, and insurance planning.

    BBB Accredited Since: 4/9/2015

    Years in Business: 44

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    Business Details

    Local BBB:
    BBB Serving Wisconsin
    BBB File Opened:
    3/30/2015
    Business Started:
    12/29/1981
    Business Started Locally:
    12/29/1981
    Business Incorporated:
    12/29/1981
    Type of Entity:
    Corporation
    Alternate Names:
    PJS Investment Management
    Business Management:
    Phillip J. Schmidt, President
    Patrick Sommerfield, Vice President
    Jason S. Lacey, Financial Advisor
    Scott Conger, Financial Advisor

    Additional Contact Information

    Principal Contacts
    Phillip J. Schmidt, President
    Patrick Sommerfield, Vice President
    Customer Contacts
    Phillip J. Schmidt, President
    Patrick Sommerfield, Vice President
    Jason S. Lacey, Financial Advisor
    Scott Conger, Financial Advisor
    Fax numbers
    Primary Fax: (262) 375-9250
    Additional Phone Numbers
    Other Phone: (888) 377-0484
    Additional Email Addresses
    Primary: Email this Business
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    Additional Information

    Business Categories
    Investment Advisory Services, Financial Services, Financial Planning Consultants, Retirement Planning Services, Investment Management, Investment Security

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    When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.