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.
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 |
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 |
- FL
- TX
- WI
-
Total Assets Under Management128MILLIONS
-
Total Number of Accounts478ACCOUNTS
-
Average Account Value$268,201
- 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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