Bradley Draeger (CRD# 7273011) is an Investment Advisor Representative working at Client First Investment Management LLC in West Bend, WI and has over 3 years of experience in the finance industry.
CRD# 5809177
Osaic Wealth, Inc.
CRD# 2186552
Commonwealth Financial Network
CRD# 2042816
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Client First Investment Management, LLC | West Bend, WI | Jan 2021 - Current | 3 |
| Ptc | Jackson, WI | Jan 2012 - May 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
- WI
-
Total Assets Under Management126MILLIONS
-
Total Number of Accounts479ACCOUNTS
-
Average Account Value$263,418
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, FL, IL, MN, NC, TX, WI
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