Client First Investment Management LLC

Client First Investment Management LLC (CRD# 282600) is a financial advisory firm headquartered in West Bend, WI. They manage $128,200,000 in 478 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Client First Investment Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
Justin W. Krueger
CRD#: 5201537
215 N. Main Street, Suite 1040, West Bend, WI 53095

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.

2
David F. Zarling
CRD#: 6599660
215 N. Main Street, Suite 1040, West Bend, WI 53095

David Zarling (CRD# 6599660) is an Investment Advisor Representative working at Client First Investment Management LLC in West Bend, WI and has over 7 years of experience in the finance industry.

3
Bradley C. Draeger
CRD#: 7273011
215 N. Main Street, Suite 1040, West Bend, WI 53095

Bradley Draeger (CRD# 7273011) is an Investment Advisor Representative working at Client First Investment Management LLC in West Bend, WI and has over 3 years of experience in the finance industry.

4
Kevin Firari
CRD#: 7269330
215 N. Main Street, Suite 1040, West Bend, WI 53095

Kevin Firari (CRD# 7269330) is an Investment Advisor Representative working at Client First Investment Management LLC in West Bend, WI and has over 3 years of experience in the finance industry.

5
Daniel J. Gorghuber
CRD#: 6185080
Alexandria, MN

Daniel Gorghuber (CRD# 6185080) is an Investment Advisor Representative working at Client First Investment Management LLC in Alexandria, MN and has 1 year of experience in the finance industry.

6
Paul Zarling
CRD#: 6599663
215 N. Main Street, Suite 1040, West Bend, WI 53095

Paul Zarling (CRD# 6599663) is an Investment Advisor Representative working at Client First Investment Management LLC in West Bend, WI and has over 4 years of experience in the finance industry.

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