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).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    375
    ACCOUNTS
  • Average Account Value
    $81,872
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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.

FL, WI

Financial Advisors at Client First Investment Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Justin W. Krueger
CRD#: 5201537
215 N. Main Street, Suite 206, West Bend, WI 53095
96
Wealthminder
score

Justin Krueger (CRD# 5201537) is an Investment Advisor Representative working at Client First Investment Management, Inc. in West Bend, WI and has over 11 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.

2
Michael A. Sheehy
CRD#: 2903461
215 N. Main Street, Suite 206, West Bend, WI 53095
96
Wealthminder
score

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.

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