AdvisorOS Directory
Claim Profile
Unclaimed Profile
JK

Justin Wayne Krueger

CLIENT FIRST INVESTMENT MANAGEMENT LLC·WEST BEND, Wisconsin
Series 6, Series 7, Series 63, Series 65CFPClean record16 years registeredCLIENT FIRST INVESTMENT MANAGEMENT LLC
215 N. MAIN STREET, WEST BEND, WI 53095CRD# 5201537Firm CRD# 282600

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Justin Wayne Krueger · WEST BEND, WI
Registration
CRD #5201537 · CLIENT FIRST INVESTMENT MANAGEMENT LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

CLIENT FIRST INVESTMENT MANAGEMENT LLC
Feb 2016 – present
CLIENT FIRST INVESTMENT MANAGEMENT, INC.
Mar 2014 – Aug 2016
WEST BEND, WI
ANNEX WEALTH MANAGEMENT, LLC
Jan 2010 – Mar 2014
WEST BEND, WI
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · January 14, 2010
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLIENT FIRST INVESTMENT MANAGEMENT LLC
CRD 282600 · SEC 801-123113
AUM
$126M
Regulatory assets under management
Employees
14
479 client accounts
Services offered by CLIENT FIRST INVESTMENT MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CLIENT FIRST INVESTMENT MANAGEMENT LLC →
Introduction

Speak with Justin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Justin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WEST BEND?

Browse all registered financial advisors in WEST BEND, Wisconsin or claim this profile if it's yours.

Browse WEST BEND AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Justin Wayne Krueger offer?
Justin Wayne Krueger specializes in Financial Planning, Investment Management. Contact their office in WEST BEND, Wisconsin for a consultation.
What are Justin Wayne Krueger's credentials?
Justin Wayne Krueger holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Justin Wayne Krueger located?
Justin Wayne Krueger 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 Justin Wayne Krueger charge for services?
Justin Wayne Krueger'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CLIENT FIRST INVESTMENT MANAGEMENT LLC

Paul Zarling
WEST BEND, WI
David Frederic Zarling
WEST BEND, WI

More Advisors in WEST BEND, Wisconsin

David Scott Lake
RIA SERVICES, LLC·WEST BEND, WI
David Leo Rosenow
RIA SERVICES, LLC·WEST BEND, WI
Michael Flynn Ajango
RIA SERVICES, LLC·WEST BEND, WI
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (252)MADISON (129)GREEN BAY (65)WAUKESHA (56)APPLETON (53)BROOKFIELD (51)MEQUON (32)MIDDLETON (25)NEENAH (23)WAUSAU (21)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideWAUKESHA GuideAPPLETON Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Request removal of this profile