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).
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Total Assets Under Management128MILLION
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Total Number of Accounts478ACCOUNTS
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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
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.
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.
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.
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.
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.
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.