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Patrick Nelson Sommerfield

P. J. SCHMIDT INVESTMENT MANAGEMENT, INC·CEDARBURG, Wisconsin
Clean recordP. J. SCHMIDT INVESTMENT MANAGEMENT, INC
W62N570 WASHINGTON AVENUE, CEDARBURG, WI 53012CRD# 4576687Firm CRD# 104701

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Nelson Sommerfield · CEDARBURG, WI
Registration
CRD #4576687 · P. J. SCHMIDT INVESTMENT MANAGEMENT, INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick Nelson Sommerfield is a registered financial advisor based in CEDARBURG, Wisconsin, affiliated with P. J. SCHMIDT INVESTMENT MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
P. J. SCHMIDT INVESTMENT MANAGEMENT, INC
PJS INVESTMENT MANAGEMENT
AUM
$720M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at P. J. SCHMIDT INVESTMENT MANAGEMENT, INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4576687
Firm CRD# 104701
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick Nelson Sommerfield offer?
Patrick Nelson Sommerfield specializes in Financial Planning, Investment Management. Contact their office in CEDARBURG, Wisconsin for a consultation.
What are Patrick Nelson Sommerfield's credentials?
Patrick Nelson Sommerfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Nelson Sommerfield located?
Patrick Nelson Sommerfield is based in CEDARBURG, Wisconsin, working with P. J. SCHMIDT INVESTMENT MANAGEMENT, INC. Their office serves clients in the CEDARBURG metropolitan area and surrounding communities.
How does Patrick Nelson Sommerfield charge for services?
Patrick Nelson Sommerfield's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is P. J. SCHMIDT INVESTMENT MANAGEMENT, INC?
P. J. SCHMIDT INVESTMENT MANAGEMENT, INC has approximately 15 employees and manages $720M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at P. J. SCHMIDT INVESTMENT MANAGEMENT, INC

Julie A. Schmidt
CEDARBURG, WI
Elizabeth Nelson Schmidt
CEDARBURG, WI
Karl Sommerfield Schmidt
CEDARBURG, WI
Jason Scott Lacey
CEDARBURG, WI
Joseph Sommerfield Schmidt
CEDARBURG, WI
Kelly Sue Merten
CEDARBURG, WI

More Advisors in CEDARBURG, Wisconsin

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Research
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