Justin Krueger, financial advisor West Bend WI

Justin Krueger

CRD Number: 5201537
Current Firm: Client First Investment Management LLC

Justin Krueger (CRD# 5201537) is an Investment Advisor Representative working at Client First Investment Management LLC in West Bend, WI and has over 17 years of experience in the finance industry. Justin Krueger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
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
Adaptiv Charts Llc (aka 360 Investment Research Llc) West Bend, WI Dec 2015 - Current 8
Rock Point Partners LLC West Bend, WI Dec 2015 - Current 8
Client First Investment Management, Inc. West Bend, WI Mar 2014 - Current 10
Client First Insurance Services, LLC West Bend, WI Mar 2014 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2006
S65 NASAA Investment Advisors Law Examination Mar 2009
Contact Info for Justin W. Krueger
Phone Number: 262-335-1700
Registered State(s):
  • FL
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    128
    MILLIONS
  • Total Number of Accounts
    478
    ACCOUNTS
  • Average Account Value
    $268,201
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, FL, IL, MN, NC, TX, WI

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