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David Frederic Zarling

CLIENT FIRST INVESTMENT MANAGEMENT LLC·WEST BEND, Wisconsin
Unclaimed Profile
215 N. MAIN STREET, WEST BEND, WI 53095CRD# 6599660Firm CRD# 282600
01

About

David Frederic Zarling is a registered financial advisor based in WEST BEND, Wisconsin, affiliated with CLIENT FIRST INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLIENT FIRST INVESTMENT MANAGEMENT LLC
CLIENT FIRST INVESTMENT MANAGEMENT LLC
AUM
$126M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at CLIENT FIRST INVESTMENT MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6599660
Firm CRD# 282600
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Frederic Zarling offer?
David Frederic Zarling specializes in Financial Planning, Investment Management. Contact their office in WEST BEND, Wisconsin for a consultation.
What are David Frederic Zarling's credentials?
David Frederic Zarling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Frederic Zarling located?
David Frederic Zarling is based in WEST BEND, Wisconsin, working with CLIENT FIRST INVESTMENT MANAGEMENT LLC. Their office serves clients in the WEST BEND metropolitan area and surrounding communities.
How does David Frederic Zarling charge for services?
David Frederic Zarling's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLIENT FIRST INVESTMENT MANAGEMENT LLC?
CLIENT FIRST INVESTMENT MANAGEMENT LLC has approximately 14 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEST BEND
David Scott Lake — RIA SERVICES, LLCJill S Lake — CAPITAL WEALTH ADVISORS, LTD.David Leo Rosenow — RIA SERVICES, LLCMichael Flynn Ajango — RIA SERVICES, LLCJustin Wayne Krueger — CLIENT FIRST INVESTMENT MANAGEMENT LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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