P. J. SCHMIDT INVESTMENT MANAGEMENT, INC
Legal name: PJS INVESTMENT MANAGEMENT
CRD #104701 SEC #801-16815 CEDARBURG, WI 262-377-0484
SEC Registered
Total AUM
$787.3M
Discretionary
$765.8M
Employees
17
Clients
101
Accounts
1,320
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CONGER, SCOTT, MICHAEL | I | DIRECTOR | NA | Control |
| CONGER, SCOTT, MICHAEL | I | DIRECTOR | NA | Control |
| CONGER, SCOTT, MICHAEL | I | DIRECTOR | NA | Control |
| CONGER, SCOTT, MICHAEL | I | DIRECTOR | NA | Control |
| CONGER, SCOTT, MICHAEL | I | DIRECTOR | NA | Control |
| CONGER, SCOTT, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| CONGER, SCOTT, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| Julie, Schmidt, A. | I | TREASURER | NA | Control |
| Julie, Schmidt, A. | I | TREASURER | NA | Control |
| Julie, Schmidt, A. | I | TREASURER | NA | Control |
| Julie, Schmidt, A. | I | TREASURER | NA | Control |
| Julie, Schmidt, A. | I | TREASURER | NA | Control |
| LACEY, JASON, SCOTT | I | VICE PRESIDENT | NA | Control |
| LACEY, JASON, SCOTT | I | VICE PRESIDENT | NA | Control |
| LACEY, JASON, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LACEY, JASON, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LACEY, JASON, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LACEY, JASON, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LACEY, JASON, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LACEY, JASON, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LACEY, JASON, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LACEY, JASON, SCOTT | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MERTEN, KELLY, SUE | I | SECRETARY | NA | Control |
| MERTEN, KELLY, SUE | I | SECRETARY | NA | Control |
| MERTEN, KELLY, SUE | I | SECRETARY | NA | Control |
| MERTEN, KELLY, SUE | I | SECRETARY | NA | Control |
| MESARICH, KELLY, SUE | I | SECRETARY | NA | Control |
| MESARICH, KELLY, SUE | I | SECRETARY | NA | Control |
| MESARICH, KELLY, SUE | I | SECRETARY | NA | Control |
| MESARICH, KELLY, SUE | I | SECRETARY | NA | Control |
| MESARICH, KELLY, SUE | I | SECRETARY | NA | Control |
| MESARICH, KELLY, SUE | I | SECRETARY | NA | Control |
| MESARICH, KELLY, SUE | I | SECRETARY | NA | Control |
| MESARICH, KELLY, SUE | I | SECRETARY | NA | Control |
| MESARICH, KELLY, SUE | I | SECRETARY | NA | Control |
| SOMMERFIELD, PATRICK, NELSON | I | VICE PRESIDENT/DIRECTOR | NA | |
| SOMMERFIELD, PATRICK, NELSON | I | VICE PRESIDENT/DIRECTOR | NA | |
| SOMMERFIELD, PATRICK, NELSON | I | VICE PRESIDENT/DIRECTOR | NA | |
| SOMMERFIELD, PATRICK, NELSON | I | VICE PRESIDENT/DIRECTOR | NA | |
| SOMMERFIELD, PATRICK, NELSON | I | VICE PRESIDENT/DIRECTOR | NA | |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/VICE PRESIDENT/DIRECTOR | NA | Control |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/VICE PRESIDENT/DIRECTOR | NA | Control |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/VICE PRESIDENT/DIRECTOR | NA | Control |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/VICE PRESIDENT/DIRECTOR | NA | Control |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/VICE PRESIDENT/DIRECTOR | NA | Control |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/VICE PRESIDENT/DIRECTOR | NA | Control |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/VICE PRESIDENT/DIRECTOR | NA | Control |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/VICE PRESIDENT/DIRECTOR | NA | Control |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/VICE PRESIDENT/DIRECTOR | NA | Control |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/VICE PRESIDENT/DIRECTOR | NA | Control |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/VICE PRESIDENT/DIRECTOR | NA | Control |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/VICE PRESIDENT/DIRECTOR | NA | Control |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/PRESIDENT | NA | Control |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/PRESIDENT | NA | Control |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/PRESIDENT | NA | Control |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/PRESIDENT | NA | Control |
| SCHMIDT, ELIZABETH, NELSON | I | SECRETARY/DIRECTOR/TREASURER | E | Control |
| SCHMIDT, ELIZABETH, NELSON | I | SECRETARY/DIRECTOR/TREASURER | E | Control |
| SCHMIDT, ELIZABETH, NELSON | I | SECRETARY/DIRECTOR/TREASURER | E | Control |
| SCHMIDT, ELIZABETH, NELSON | I | SECRETARY/DIRECTOR/TREASURER | E | Control |
| SCHMIDT, ELIZABETH, NELSON | I | SECRETARY/DIRECTOR/TREASURER | E | Control |
| SCHMIDT, ELIZABETH, NELSON | I | SECRETARY/DIRECTOR/VICE PRESIDENT | E | Control |
| SCHMIDT, ELIZABETH, NELSON | I | SECRETARY/DIRECTOR/TREASURER | E | Control |
| SCHMIDT, PHILLIP, JAMES | I | PRESIDENT/DIRECTOR/CCO | E | Control |
| SCHMIDT, PHILLIP, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, PHILLIP, JAMES | I | PRESIDENT/DIRECTOR/CCO | E | Control |
| SCHMIDT, PHILLIP, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, PHILLIP, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, PHILLIP, JAMES | I | PRESIDENT/DIRECTOR/TREASURER | E | Control |
| SCHMIDT, PHILLIP, JAMES | I | PRESIDENT/DIRECTOR | E | Control |
| SCHMIDT, ELIZABETH, NELSON | I | SECRETARY/DIRECTOR/TREASURER | D | Control |
| SCHMIDT, ELIZABETH, NELSON | I | SECRETARY/DIRECTOR/TREASURER | D | Control |
| SCHMIDT, ELIZABETH, NELSON | I | SECRETARY/DIRECTOR/TREASURER | D | Control |
| SCHMIDT, ELIZABETH, NELSON | I | SECRETARY/DIRECTOR/TREASURER | D | Control |
| SCHMIDT, ELIZABETH, NELSON | I | SECRETARY/DIRECTOR/TREASURER | D | Control |
| SCHMIDT, ELIZABETH, NELSON | I | SECRETARY/DIRECTOR/TREASURER | D | Control |
| SCHMIDT, ELIZABETH, NELSON | I | SECRETARY/DIRECTOR/TREASURER | D | Control |
| SCHMIDT, ELIZABETH, NELSON | I | SECRETARY/DIRECTOR/TREASURER | D | Control |
| SCHMIDT, ELIZABETH, NELSON | I | SECRETARY/DIRECTOR/TREASURER | D | Control |
| SCHMIDT, ELIZABETH, NELSON | I | TREASURER | D | Control |
| SCHMIDT, ELIZABETH, NELSON | I | OWNER AND PARTNER | D | Control |
| SCHMIDT, ELIZABETH, NELSON | I | OWNER | D | Control |
| SCHMIDT, ELIZABETH, NELSON | I | OWNER | D | Control |
| SCHMIDT, ELIZABETH, NELSON | I | OWNER | D | Control |
| SCHMIDT, ELIZABETH, NELSON | I | OWNER | D | Control |
| SCHMIDT, PHILLIP, JAMES | I | PRESIDENT/DIRECTOR | D | Control |
| SCHMIDT, PHILLIP, JAMES | I | PRESIDENT/DIRECTOR | D | Control |
| SCHMIDT, PHILLIP, JAMES | I | PRESIDENT/DIRECTOR | D | Control |
| SCHMIDT, PHILLIP, JAMES | I | PRESIDENT/DIRECTOR | D | Control |
| SCHMIDT, PHILLIP, JAMES | I | PRESIDENT/DIRECTOR | D | Control |
| SCHMIDT, PHILLIP, JAMES | I | PRESIDENT/DIRECTOR | D | Control |
| SCHMIDT, PHILLIP, JAMES | I | PRESIDENT/DIRECTOR | D | Control |
| SCHMIDT, PHILLIP, JAMES | I | PRESIDENT/DIRECTOR | D | Control |
| SCHMIDT, PHILLIP, JAMES | I | PRESIDENT/DIRECTOR | D | Control |
| SCHMIDT, PHILLIP, JAMES | I | PRESIDENT/DIRECTOR | D | Control |
| SCHMIDT, PHILLIP, JAMES | I | PRESIDENT/DIRECTOR | D | Control |
| SCHMIDT, PHILLIP, JAMES | I | EXECUTIVE VICE PRESIDENT/BOARD CHAIRMAN/OWNER | D | Control |
| SCHMIDT, PHILLIP, JAMES | I | EXECUTIVE VICE PRESIDENT/BOARD CHAIRMAN/OWNER | D | Control |
| SCHMIDT, PHILLIP, JAMES | I | EXECUTIVE VICE PRESIDENT/BOARD CHAIRMAN/OWNER | D | Control |
| SCHMIDT, PHILLIP, JAMES | I | EXECUTIVE VICE PRESIDENT/BOARD CHAIRMAN/OWNER | D | Control |
| SCHMIDT, ELIZABETH, NELSON | I | OWNER | B | |
| SCHMIDT, ELIZABETH, NELSON | I | OWNER | B | |
| SCHMIDT, ELIZABETH, NELSON | I | OWNER | B | |
| SCHMIDT, ELIZABETH, NELSON | I | OWNER | B | |
| SCHMIDT, ELIZABETH, NELSON | I | OWNER | B | |
| SCHMIDT, ELIZABETH, NELSON | I | OWNER | B | |
| SCHMIDT, ELIZABETH, NELSON | I | OWNER | B | |
| SCHMIDT, JULIE, A. | I | TREASURER/OWNER | B | Control |
| SCHMIDT, JULIE, A. | I | TREASURER/OWNER | B | Control |
| SCHMIDT, JULIE, A. | I | TREASURER/OWNER | B | Control |
| SCHMIDT, JULIE, A. | I | TREASURER/OWNER | B | Control |
| SCHMIDT, JULIE, A. | I | TREASURER/OWNER | B | Control |
| SCHMIDT, JULIE, A. | I | TREASURER/OWNER | B | Control |
| SCHMIDT, JULIE, A. | I | TREASURER/OWNER | B | Control |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/PRESIDENT/OWNER | B | Control |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/PRESIDENT/OWNER | B | Control |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/PRESIDENT/OWNER | B | Control |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/PRESIDENT/OWNER | B | Control |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/PRESIDENT/OWNER | B | Control |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/PRESIDENT/OWNER | B | Control |
| SOMMERFIELD, PATRICK, NELSON | I | CCO/PRESIDENT/OWNER | B | Control |
| Schmidt, Joseph, Sommerfield | I | OWNER | B | |
| Schmidt, Joseph, Sommerfield | I | OWNER | B | |
| Schmidt, Joseph, Sommerfield | I | OWNER | B | |
| Schmidt, Joseph, Sommerfield | I | OWNER | B | |
| Schmidt, Joseph, Sommerfield | I | OWNER | B | |
| Schmidt, Joseph, Sommerfield | I | OWNER | B | |
| Schmidt, Joseph, Sommerfield | I | OWNER | B | |
| Schmidt, Karl, Sommerfield | I | OWNER/DIRECTOR | B | Control |
| Schmidt, Karl, Sommerfield | I | OWNER/DIRECTOR | B | Control |
| Schmidt, Karl, Sommerfield | I | OWNER/DIRECTOR | B | Control |
| Schmidt, Karl, Sommerfield | I | OWNER/DIRECTOR | B | Control |
| Schmidt, Karl, Sommerfield | I | OWNER/DIRECTOR | B | Control |
| Schmidt, Karl, Sommerfield | I | OWNER/DIRECTOR | B | Control |
| Schmidt, Karl, Sommerfield | I | OWNER/DIRECTOR | B | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (11)
AZ CA FL GA IL IN MN NY TX WA WI
Address
W62N570 WASHINGTON AVENUECEDARBURG, WI 53012
United States
Phone: 262-377-0484