Kelsey Wagner
PJS Investment Management · Cedarburg, Wisconsin
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.
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Facts
| Firm | PJS Investment Management |
|---|---|
| Based in | Cedarburg, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $852.0M across 1,368 accounts |
| Credentials | CFP · AEP · CFA · M.Ed. · MS |
| SEC registration | Investment adviser representative in WI · CRD 7020885 |
| Exams passed | Series 63 (2019) · Series 65 (2021) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | pjsinvestment.com |
| Profile |
How Kelsey's firm compares
- PJS Investment Management's average account is about $623,000, from its Form ADV (assets managed divided by 1,368 accounts).
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Questions about Kelsey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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