P. J. SCHMIDT INVESTMENT MANAGEMENT, INC of CEDARBURG, WI is an SEC-registered investment adviser (CRD 104701). Regulatory assets under management: $852.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Elizabeth Nelson Schmidt | OWNER | — |
| Patrick Nelson Sommerfield | CCO/PRESIDENT/OWNER | — |
| Kelly Sue Merten | SECRETARY | — |
| Julie A Schmidt | TREASURER/OWNER | — |
| Jason Scott Lacey | EXECUTIVE VICE PRESIDENT | — |
| Karl Sommerfield Schmidt | OWNER/DIRECTOR | — |
| Joseph Sommerfield Schmidt | OWNER | — |
| Scott Michael Conger | MANAGING DIRECTOR | — |
| SCHMIDT ELIZABETH NELSON | OWNER; OWNER AND PARTNER; SECRETARY/DIRECTOR/TREASURER (+2 more) | — |
| SCHMIDT PHILLIP JAMES | EXECUTIVE VICE PRESIDENT/BOARD CHAIRMAN/OWNER; PRESIDENT/DIRECTOR; PRESIDENT/DIRECTOR/CCO (+2 more) | — |
| SOMMERFIELD PATRICK NELSON | CCO/PRESIDENT; CCO/PRESIDENT/OWNER; CCO/VICE PRESIDENT/DIRECTOR (+1 more) | — |
| CONGER SCOTT MICHAEL | DIRECTOR | — |
| MESARICH KELLY SUE | SECRETARY | — |
| Julie Schmidt A | TREASURER | — |
| SCHMIDT REBECCA A | TREASURER/OWNER | — |
| LACEY JASON SCOTT | EXECUTIVE VICE PRESIDENT; VICE PRESIDENT | — |
| Schmidt Joseph Sommerfield | OWNER; OWNER/DIRECTOR | — |
| MERTEN KELLY SUE | SECRETARY | — |
| Julie A. Schmidt | TREASURER/OWNER | — |