Client First Investment Management, Inc.
Client First Investment Management, Inc. (CRD# 155301) is a financial advisory firm headquartered in West Bend, WI. They manage $30,701,912 in 375 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management31MILLION
Total Number of Accounts375ACCOUNTS
Average Account Value$81,872
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Michael Sheehy (CRD# 2903461) is an Investment Advisor Representative working at Client First Investment Management, Inc. in West Bend, WI and has over 19 years of experience in the finance industry. Michael Sheehy 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.