David Zarling (CRD# 6599660) is an Investment Advisor Representative working at Client First Investment Management LLC in West Bend, WI and has over 7 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 2016 - Current | 8 |
| Client First Tax Services LLC | West Bend, WI | Dec 2015 - Current | 8 |
| Client First Insurance Services, LLC | West Bend, WI | Dec 2015 - Current | 8 |
| Rock Point Partners LLC | West Bend, WI | Dec 2015 - Current | 8 |
| Oneamerica Retirement Services | Milwaukee, WI | Oct 2015 - Jan 2016 | < 1 |
| Bmo Global Asset Management | Milwaukee, WI | Jul 2011 - Oct 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.