Client 1st Wealth Management, Inc.

Client 1st Wealth Management, Inc. (CRD# 116970) is a financial advisory firm headquartered in , . They manage $3,208,186 in 39 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $82,261
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA, IL

Financial Advisors at Client 1st Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Kenneth E. Lawson
CRD#: 304226
Penthouse, 2435 Kimberly Road, Suite 300 South, Bettendorf, IA 52722
78
Wealthminder
score
Kenneth Lawson (CRD# 304226) is an Investment Advisor Representative working at Client 1st Wealth Management, Inc. in Bettendorf, IA and has over 35 years of experience in the finance industry.
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