# Kelsey Wagner

> Kelsey Wagner is a fee-only financial advisor at PJS Investment Management in Cedarburg, Wisconsin, who holds the CFP, AEP and CFA credentials. PJS Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kelsey-wagner/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** PJS Investment Management
- **Based in:** Cedarburg, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $852.0M across 1,368 accounts
- **Credentials:** CFP, AEP, CFA, M.Ed., MS
- **CRD:** 7020885 (https://adviserinfo.sec.gov/individual/summary/7020885)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 63 (2019), Series 65 (2021)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** http://pjsinvestment.com

## Frequently asked questions

### Is Kelsey Wagner a fee-only financial advisor?

Yes. Kelsey Wagner is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kelsey's firm.

### How does Kelsey charge for financial advice?

Kelsey's firm, PJS Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Kelsey Wagner based?

Kelsey Wagner is based in Cedarburg, Wisconsin.

### What credentials does Kelsey Wagner hold?

Kelsey Wagner holds the CFP, AEP, CFA, M.Ed. and MS credentials.

### Is Kelsey Wagner registered with the SEC?

Yes. Kelsey Wagner is registered as an investment adviser representative in WI (CRD 7020885), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does PJS Investment Management manage?

PJS Investment Management reports $852.0M across 1,368 accounts in assets under management.

### How do I contact Kelsey Wagner?

Through Kelsey's website, pjsinvestment.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/7329): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.