Scott Michael Conger
CFA, CIMA®Professional Summary
Scott Michael Conger, CFA, CIMA® is a registered financial advisor currently at PJS WEALTH PARTNERS located in Cedarburg, Wisconsin. Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Scott has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
Current Firm
P. J. SCHMIDT INVESTMENT MANAGEMENT, INC | PJS WEALTH PARTNERS | PJS INVESTMENT MANAGEMENT
Contact Information
Main Address
W62n570 Washington Avenue, Cedarburg, WI 53012Mailing Address
Po Box 148, Cedarburg, WI 53012Phone Number
(262) 377-0484# of Employees
18SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,368AUM (Assets Under Management)
$852,009,988Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/12/2025 | Cover Page | Report |
| 06/25/2025 | Cover Page | Report |
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
Primary Firm SEC Registration
P. J. SCHMIDT INVESTMENT MANAGEMENT, INC | PJS WEALTH PARTNERS | PJS INVESTMENT MANAGEMENT
State Registrations and Notice Filings
(11/5/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
CRS (Client Relationship Summary) - RIA
Click below to view Scott Michael Conger's CRS (Customer Relationship Summary).
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
